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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
Q2 		$2.93M Buy
38,282
+20,747
+118% +$1.56M 0.01% 411
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

ALPS Advisors's CMS Position: Q2 2026 in Review

ALPS Advisors increased its CMS Energy (CMS) stake by 118% in Q2 2026, buying an estimated $1.56M and bringing the position to 38,282 shares worth $2.93M. The position accounts for 0.01% of the portfolio, ranked #411.

ALPS Advisors first reported a position in CMS in Q1 2020 and has held it in 8 quarters since. 820 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • ALPS Advisors held 38,282 shares of CMS Energy worth $2.93M as of Q2 2026.
  • ALPS Advisors bought 20,747 CMS Energy shares in Q2 2026, an estimated $1.56M.
  • CMS Energy made up 0.01% of ALPS Advisors's portfolio in Q2 2026, its #411 holding.
  • ALPS Advisors first reported a position in CMS Energy in Q1 2020 and has held it in 8 quarters since.
  • 820 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on ALPS Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.