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Amalgamated Bank’s CMS Energy CMS Stock Holding History

Amalgamated Bank’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 		$4.12M Sell
53,838
-4,249
-7% -$318K 0.03% 522
2026
Q1 		$4.51M Buy
58,087
+1,783
+3% +$132K 0.03% 455
2025
Q4 		$3.94M Sell
56,304
-1,232
-2% -$89.6K 0.03% 516
2025
Q3 		$4.21M Sell
57,536
-1,535
-3% -$110K 0.03% 494
2025
Q2 		$4.09M Buy
59,071
+669
+1% +$47.7K 0.03% 478
2025
Q1 		$4.39M Buy
58,402
+971
+2% +$67.8K 0.04% 416
2024
Q4 		$3.83M Sell
57,431
-1,217
-2% -$83.7K 0.03% 512
2024
Q3 		$4.14M Sell
58,648
-1,714
-3% -$112K 0.03% 470
2024
Q2 		$3.59M Buy
60,362
+5
+0% +$303 0.03% 592
2024
Q1 		$3.64M Sell
60,357
-11,820
-16% -$685K 0.03% 623
2023
Q4 		$4.19M Sell
72,177
-2,456
-3% -$137K 0.03% 569
2023
Q3 		$3.96M Buy
74,633
+1,628
+2% +$94.3K 0.03% 559
2023
Q2 		$4.29M Sell
73,005
-2,993
-4% -$181K 0.03% 516
2023
Q1 		$4.67M Buy
75,998
+1,259
+2% +$77.4K 0.04% 466
2022
Q4 		$4.73M Sell
74,739
-2,076
-3% -$123K 0.04% 502
2022
Q3 		$4.47M Sell
76,815
-7,078
-8% -$476K 0.04% 430
2022
Q2 		$5.66M Buy
83,893
+11,267
+16% +$778K 0.05% 347
2022
Q1 		$5.08M Sell
72,626
-5,172
-7% -$335K 0.04% 478
2021
Q4 		$5.06M Sell
77,798
-490
-0.6% -$30.1K 0.04% 516
2021
Q3 		$4.68M Sell
78,288
-2,821
-3% -$176K 0.04% 540
2021
Q2 		$4.79M Buy
81,109
+65,478
+419% +$4.07M 0.04% 575
2021
Q1 		$957K Sell
15,631
-553
-3% -$31.8K 0.04% 597
2020
Q4 		$987K Sell
16,184
-38
-0.2% -$2.38K 0.04% 548
2020
Q3 		$996K Sell
16,222
-330
-2% -$20.2K 0.04% 450
2020
Q2 		$967K Sell
16,552
-24,744
-60% -$1.43M 0.04% 436
2020
Q1 		$2.43M Sell
41,296
-1,543
-4% -$98.7K 0.06% 294
2019
Q4 		$2.69M Buy
42,839
+3,110
+8% +$194K 0.05% 360
2019
Q3 		$2.54M Sell
39,729
-802
-2% -$48.7K 0.05% 325
2019
Q2 		$2.35M Buy
40,531
+4,842
+14% +$272K 0.05% 333
2019
Q1 		$1.98M Buy
35,689
+952
+3% +$50.2K 0.05% 386
2018
Q4 		$1.73M Sell
34,737
-663
-2% -$33.5K 0.05% 379
2018
Q3 		$1.74M Sell
35,400
-835
-2% -$40.7K 0.04% 430
2018
Q2 		$1.71M Buy
36,235
+1,436
+4% +$64.9K 0.04% 467
2018
Q1 		$1.58M Sell
34,799
-436
-1% -$19.1K 0.04% 480
2017
Q4 		$1.67M Buy
35,235
+3,123
+10% +$151K 0.05% 452
2017
Q3 		$1.49M Buy
32,112
+596
+2% +$28.1K 0.05% 431
2017
Q2 		$1.46M Buy
31,516
+11,961
+61% +$553K 0.05% 422
2017
Q1 		$875K Buy
19,555
+1,121
+6% +$48.6K 0.04% 509
2016
Q4 		$767K Buy
18,434
+5,292
+40% +$216K 0.03% 618
2016
Q3 		$552K Buy
13,142
+104
+0.8% +$4.54K 0.03% 690
2016
Q2 		$570K Sell
13,038
-21,010
-62% -$883K 0.03% 674
2016
Q1 		$1.45M Buy
34,048
+2,869
+9% +$112K 0.14% 120
2015
Q4 		$1.13M Sell
31,179
-2,035
-6% -$72.5K 0.14% 127
2015
Q3 		$1.17M Buy
33,214
+487
+1% +$16.4K 0.12% 140
2015
Q2 		$1.04M Buy
32,727
+24,115
+280% +$810K 0.1% 174
2015
Q1 		$301K Buy
8,612
+2,202
+34% +$78.2K 0.04% 676
2014
Q4 		$223K Sell
6,410
-1,079
-14% -$35.2K 0.03% 746
2014
Q3 		$222K Buy
7,489
+85
+1% +$2.54K 0.03% 751
2014
Q2 		$231K Buy
+7,404
New +$220K 0.03% 755

Other funds holding CMS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Amalgamated Bank's CMS Position: Q2 2026 in Review

Amalgamated Bank reduced its CMS Energy (CMS) stake by 7.3% in Q2 2026, selling an estimated $318K and leaving 53,838 shares worth $4.12M. The position accounts for 0.03% of the portfolio, ranked #522.

Amalgamated Bank first reported a position in CMS in Q2 2014 and has held it in 49 quarters since. The position peaked at $5.66M in Q2 2022. 436 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Amalgamated Bank held 53,838 shares of CMS Energy worth $4.12M as of Q2 2026.
  • Amalgamated Bank sold 4,249 CMS Energy shares in Q2 2026, an estimated $318K.
  • CMS Energy made up 0.03% of Amalgamated Bank's portfolio in Q2 2026, its #522 holding.
  • Amalgamated Bank first reported a position in CMS Energy in Q2 2014 and has held it in 49 quarters since.
  • Amalgamated Bank's CMS Energy position peaked at $5.66M in Q2 2022.
  • 436 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Amalgamated Bank's 13F filing for Q2 2026, filed 23 Jul 2026.