Alpine Woods Capital Investors’s CMS Energy CMS Stock Holding History

Alpine Woods Capital Investors’s Portfolio CMS Stock Details CMS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$363K	Hold	4,750	–	–	0.08%	145
2026 Q1	$369K	Hold	4,750	–	–	0.09%	127
2025 Q4	$332K	Hold	4,750	–	–	0.08%	147
2025 Q3	$348K	Hold	4,750	–	–	0.08%	127
2025 Q2	$329K	Hold	4,750	–	–	0.08%	132
2025 Q1	$357K	Hold	4,750	–	–	0.09%	131
2024 Q4	$317K	Hold	4,750	–	–	0.06%	157
2024 Q3	$326K	Hold	4,750	–	–	0.06%	157
2024 Q2	$283K	Hold	4,750	–	–	0.04%	163
2024 Q1	$288K	Hold	4,750	–	–	0.06%	158
2023 Q4	$276K	Hold	4,750	–	–	0.04%	155
2023 Q3	$252K	Hold	4,750	–	–	0.04%	150
2023 Q2	$279K	Hold	4,750	–	–	0.04%	143
2023 Q1	$292K	Hold	4,750	–	–	0.04%	152
2022 Q4	$301K	Hold	4,750	–	–	0.04%	159
2022 Q3	$277K	Hold	4,750	–	–	0.04%	176
2022 Q2	$321K	Hold	4,750	–	–	0.04%	173
2022 Q1	$332K	Sell	4,750 -50	-1%	-$3.24K	0.03%	187
2021 Q4	$312K	Sell	4,800 -200	-4%	-$12.3K	0.03%	197
2021 Q3	$299K	Sell	5,000 -500	-9%	-$31.2K	0.03%	205
2021 Q2	$325K	Sell	5,500 -1,000	-15%	-$62.2K	0.03%	204
2021 Q1	$398K	Sell	6,500 -1,000	-13%	-$57.5K	0.04%	196
2020 Q4	$458K	Hold	7,500	–	–	0.06%	184
2020 Q3	$461K	Sell	7,500 -1,500	-17%	-$91.8K	0.07%	188
2020 Q2	$526K	Hold	9,000	–	–	0.1%	177
2020 Q1	$529K	Hold	9,000	–	–	0.12%	161
2019 Q4	$566K	Hold	9,000	–	–	0.11%	169
2019 Q3	$576K	Hold	9,000	–	–	0.11%	154
2019 Q2	$521K	Sell	9,000 -1,000	-10%	-$56.1K	0.11%	174
2019 Q1	$555K	Hold	10,000	–	–	0.12%	169
2018 Q4	$497K	Hold	10,000	–	–	0.12%	168
2018 Q3	$490K	Sell	10,000 -100	-1%	-$4.87K	0.1%	154
2018 Q2	$478K	Sell	10,100 -238,400	-96%	-$10.8M	0.1%	153
2018 Q1	$11.3M	Hold	248,500	–	–	0.6%	67
2017 Q4	$11.8M	Hold	248,500	–	–	0.59%	61
2017 Q3	$11.5M	Hold	248,500	–	–	0.59%	62
2017 Q2	$11.5M	Sell	248,500 -46,000	-16%	-$2.13M	0.61%	55
2017 Q1	$13.2M	Buy	294,500 +500	+0.2%	+$21.7K	0.7%	43
2016 Q4	$12.2M	Sell	294,000 -227,300	-44%	-$9.29M	0.68%	44
2016 Q3	$21.9M	Hold	521,300	–	–	1.21%	10
2016 Q2	$23.9M	Hold	521,300	–	–	1.43%	5
2016 Q1	$22.1M	Sell	521,300 -30,500	-6%	-$1.19M	1.29%	8
2015 Q4	$19.9M	Buy	551,800 +26,900	+5%	+$959K	1.07%	15
2015 Q3	$18.5M	Buy	524,900 +2,400	+0.5%	+$81K	1.01%	11
2015 Q2	$16.6M	Buy	522,500 +5,300	+1%	+$178K	0.85%	29
2015 Q1	$18.1M	Sell	517,200 -7,900	-2%	-$280K	0.92%	24
2014 Q4	$18.2M	Sell	525,100 -49,900	-9%	-$1.63M	0.94%	26
2014 Q3	$17.1M	Buy	575,000 +2,000	+0.3%	+$59.7K	0.91%	34
2014 Q2	$17.8K	Sell	573,000 -56,900	-9%	-$1.69M	0.46%	30
2014 Q1	$18.4M	Buy	629,900 +1,100	+0.2%	+$30.5K	1.02%	29
2013 Q4	$16.8M	Sell	628,800 -3,200	-0.5%	-$86.1K	0.96%	31
2013 Q3	$16.6M	Buy	632,000 +21,150	+3%	+$574K	1.02%	30
2013 Q2	$16.6M	Buy	+610,850	New	+$17.1M	1.06%	33

Other funds holding CMS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Alpine Woods Capital Investors's CMS Position: Q2 2026 in Review

Alpine Woods Capital Investors held its CMS Energy (CMS) position steady in Q2 2026 at 4,750 shares worth $363K. The position accounts for 0.08% of the portfolio, ranked #145.

Alpine Woods Capital Investors first reported a position in CMS in Q2 2013 and has held it in 53 quarters since. The position peaked at $23.9M in Q2 2016. 818 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

Alpine Woods Capital Investors held 4,750 shares of CMS Energy worth $363K as of Q2 2026.
Alpine Woods Capital Investors left its CMS Energy share count unchanged in Q2 2026.
CMS Energy made up 0.08% of Alpine Woods Capital Investors's portfolio in Q2 2026, its #145 holding.
Alpine Woods Capital Investors first reported a position in CMS Energy in Q2 2013 and has held it in 53 quarters since.
Alpine Woods Capital Investors's CMS Energy position peaked at $23.9M in Q2 2016.
818 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Alpine Woods Capital Investors's 13F filing for Q2 2026, filed 7 Aug 2026.