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Ancora Advisors’s CMS Energy CMS Stock Holding History

Ancora 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 		$31.5K Buy
406
+55
+16% +$4.08K ﹤0.01% 1338
2025
Q4 		$24.5K Buy
351
+341
+3,410% +$24.8K ﹤0.01% 1466
2025
Q3 		$733 Hold
10
– – ﹤0.01% 1791
2025
Q2 		$693 Hold
10
– – ﹤0.01% 1799
2025
Q1 		$751 Hold
10
– – ﹤0.01% 1614
2024
Q4 		$666 Buy
10
+5
+100% +$344 ﹤0.01% 1662
2024
Q3 		$353 Buy
+5
New +$328 ﹤0.01% 1654
2020
Q3 		– Sell
-1
Closed – – 1408
2020
Q2 		$0 Sell
1
-798
-100% -$46.2K ﹤0.01% 1353
2020
Q1 		$47K Hold
799
– – ﹤0.01% 892
2019
Q4 		$50K Buy
+799
New +$49.8K ﹤0.01% 886
2018
Q4 		– Sell
-2,369
Closed -$116K – 717
2018
Q3 		$116K Buy
+2,369
New +$115K ﹤0.01% 721

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

Ancora Advisors's CMS Position: Q1 2026 in Review

Ancora Advisors increased its CMS Energy (CMS) stake by 16% in Q1 2026, buying an estimated $4.08K and bringing the position to 406 shares worth $31.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1338.

Ancora Advisors first reported a position in CMS in Q3 2018 and has held it in 11 quarters since. The position peaked at $116K in Q3 2018. 799 funds tracked by Wall St. Rank hold CMS as of Q1 2026.

  • Ancora Advisors held 406 shares of CMS Energy worth $31.5K as of Q1 2026.
  • Ancora Advisors bought 55 CMS Energy shares in Q1 2026, an estimated $4.08K.
  • CMS Energy made up ﹤0.01% of Ancora Advisors's portfolio in Q1 2026, its #1338 holding.
  • Ancora Advisors first reported a position in CMS Energy in Q3 2018 and has held it in 11 quarters since.
  • Ancora Advisors's CMS Energy position peaked at $116K in Q3 2018.
  • 799 funds tracked by Wall St. Rank held CMS Energy as of Q1 2026.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.