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ALPS Advisors’s CMS Energy CMS Stock Holding History

ALPS Advisors’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
Q1 		$1.36M Buy
17,535
+1,128
+7% +$83.7K 0.01% 492
2025
Q4 		$1.15M Buy
16,407
+4,207
+34% +$306K 0.01% 524
2025
Q3 		$894K Buy
12,200
+5,991
+96% +$430K 0.01% 553
2025
Q2 		$430K Buy
+6,209
New +$442K ﹤0.01% 713
2022
Q3 		– Sell
-5,137
Closed -$347K – 1088
2022
Q2 		$347K Sell
5,137
-53
-1% -$3.66K ﹤0.01% 702
2022
Q1 		$363K Buy
+5,190
New +$337K ﹤0.01% 594
2020
Q2 		– Sell
-3,467
Closed -$204K – 787
2020
Q1 		$204K Buy
+3,467
New +$222K ﹤0.01% 760

Other funds holding CMS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ALPS Advisors's CMS Position: Q1 2026 in Review

ALPS Advisors increased its CMS Energy (CMS) stake by 6.9% in Q1 2026, buying an estimated $83.7K and bringing the position to 17,535 shares worth $1.36M. The position accounts for 0.01% of the portfolio, ranked #492.

ALPS Advisors first reported a position in CMS in Q1 2020 and has held it in 7 quarters since. 799 funds tracked by Wall St. Rank hold CMS as of Q1 2026.

  • ALPS Advisors held 17,535 shares of CMS Energy worth $1.36M as of Q1 2026.
  • ALPS Advisors bought 1,128 CMS Energy shares in Q1 2026, an estimated $83.7K.
  • CMS Energy made up 0.01% of ALPS Advisors's portfolio in Q1 2026, its #492 holding.
  • ALPS Advisors first reported a position in CMS Energy in Q1 2020 and has held it in 7 quarters since.
  • 799 funds tracked by Wall St. Rank held CMS Energy as of Q1 2026.

Based on ALPS Advisors's 13F filing for Q1 2026, filed 8 May 2026.