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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
Q2 		– Sell
-406
Closed -$31.5K – 2064
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 $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

Ancora Advisors's CMS Position: Q2 2026 in Review

Ancora Advisors sold out of CMS Energy (CMS) in Q2 2026, closing a stake of 406 shares — an estimated $31.5K sold.

Ancora Advisors first reported a position in CMS in Q3 2018 and held it in 11 quarters. The position peaked at $116K in Q3 2018. 820 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Ancora Advisors reported no remaining CMS Energy position as of Q2 2026 after selling out during the quarter.
  • Ancora Advisors sold 406 CMS Energy shares in Q2 2026, an estimated $31.5K.
  • Ancora Advisors first reported a position in CMS Energy in Q3 2018 and held it in 11 quarters.
  • Ancora Advisors's CMS Energy position peaked at $116K in Q3 2018.
  • 820 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.