AIM
CMS icon

Anchor Investment Management’s CMS Energy CMS Stock Holding History

Anchor Investment Management’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 		$995 Buy
+13
New +$974 ﹤0.01% 1152
2022
Q3 		– Sell
-32
Closed -$2.16K – 988
2022
Q2 		$2.16K Hold
32
– – ﹤0.01% 887
2022
Q1 		$2.24K Buy
+32
New +$2.08K ﹤0.01% 904
2019
Q2 		– Sell
-600
Closed -$33.3K – 804
2019
Q1 		$33.3K Buy
+600
New +$31.6K 0.01% 499

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

Anchor Investment Management's CMS Position: Q2 2026 in Review

Anchor Investment Management opened a new position in CMS Energy (CMS) in Q2 2026: 13 shares worth $995. The stake represents ﹤0.01% of the portfolio and ranks #1152 among its holdings. This is a return to the name: Anchor Investment Management previously reported a position in CMS as recently as Q2 2022.

Anchor Investment Management first reported a position in CMS in Q1 2019 and has held it in 4 quarters since. The position peaked at $33.3K in Q1 2019. 821 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Anchor Investment Management held 13 shares of CMS Energy worth $995 as of Q2 2026.
  • CMS Energy was a new Anchor Investment Management position in Q2 2026.
  • CMS Energy made up ﹤0.01% of Anchor Investment Management's portfolio in Q2 2026, its #1152 holding.
  • Anchor Investment Management first reported a position in CMS Energy in Q1 2019 and has held it in 4 quarters since.
  • Anchor Investment Management's CMS Energy position peaked at $33.3K in Q1 2019.
  • 821 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Anchor Investment Management's 13F filing for Q2 2026, filed 15 Sep 2026.