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Altshuler Shaham’s CMS Energy CMS Stock Holding History

Altshuler Shaham’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
2025
Q1 		– Sell
-320
Closed -$21.3K – 329
2024
Q4 		$21.3K Buy
+320
New +$22K ﹤0.01% 211
2023
Q1 		– Sell
-763
Closed -$48.3K – 391
2022
Q4 		$48.3K Buy
763
+75
+11% +$4.43K ﹤0.01% 220
2022
Q3 		$41K Sell
688
-184
-21% -$12.4K ﹤0.01% 270
2022
Q2 		$59K Sell
872
-4
-0.5% -$276 ﹤0.01% 217
2022
Q1 		$61K Sell
876
-137
-14% -$8.89K ﹤0.01% 339
2021
Q4 		$66K Sell
1,013
-8,954
-90% -$550K ﹤0.01% 378
2021
Q3 		$598K Buy
9,967
+1,630
+20% +$102K ﹤0.01% 193
2021
Q2 		$493K Buy
+8,337
New +$518K ﹤0.01% 205
2020
Q1 		– Sell
-3,915
Closed -$246K – 477
2019
Q4 		$246K Buy
3,915
+655
+20% +$40.8K 0.01% 150
2019
Q3 		$209K Buy
3,260
+1,678
+106% +$102K 0.01% 157
2019
Q2 		$92K Buy
1,582
+791
+100% +$44.4K ﹤0.01% 155
2019
Q1 		$44K Buy
791
+265
+50% +$14K ﹤0.01% 140
2018
Q4 		$26K Buy
526
+36
+7% +$1.82K ﹤0.01% 146
2018
Q3 		$24K Sell
490
-135
-22% -$6.58K ﹤0.01% 154
2018
Q2 		$30K Sell
625
-69
-10% -$3.12K ﹤0.01% 115
2018
Q1 		$31K Buy
694
+309
+80% +$13.6K ﹤0.01% 119
2017
Q4 		$18K Buy
+385
New +$18.6K ﹤0.01% 136

Other funds holding CMS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Altshuler Shaham's CMS Position: Q1 2025 in Review

Altshuler Shaham sold out of CMS Energy (CMS) in Q1 2025, closing a stake of 320 shares — an estimated $21.3K sold.

Altshuler Shaham first reported a position in CMS in Q4 2017 and held it in 17 quarters. The position peaked at $598K in Q3 2021. 733 funds tracked by Wall St. Rank hold CMS as of Q1 2025.

  • Altshuler Shaham reported no remaining CMS Energy position as of Q1 2025 after selling out during the quarter.
  • Altshuler Shaham sold 320 CMS Energy shares in Q1 2025, an estimated $21.3K.
  • Altshuler Shaham first reported a position in CMS Energy in Q4 2017 and held it in 17 quarters.
  • Altshuler Shaham's CMS Energy position peaked at $598K in Q3 2021.
  • 733 funds tracked by Wall St. Rank held CMS Energy as of Q1 2025.

Based on Altshuler Shaham's 13F filing for Q1 2025, filed 15 May 2025.