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Apollon Wealth Management’s CMS Energy CMS Stock Holding History

Apollon Wealth 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
Q1 		$512K Buy
6,594
+1,287
+24% +$95.5K 0.01% 850
2025
Q4 		$371K Sell
5,307
-50
-0.9% -$3.64K 0.01% 966
2025
Q3 		$392K Sell
5,357
-113
-2% -$8.12K 0.01% 932
2025
Q2 		$379K Buy
5,470
+865
+19% +$61.6K 0.01% 917
2025
Q1 		$346K Buy
4,605
+496
+12% +$34.6K 0.01% 899
2024
Q4 		$274K Buy
4,109
+659
+19% +$45.3K 0.01% 979
2024
Q3 		$244K Buy
3,450
+26
+0.8% +$1.71K 0.01% 990
2024
Q2 		$204K Buy
3,424
+1
+0% +$61 0.01% 1018
2024
Q1 		$207K Buy
+3,423
New +$198K 0.01% 1024
2022
Q4 		– Sell
-3,734
Closed -$217K – 865
2022
Q3 		$217K Sell
3,734
-346
-8% -$23.3K 0.02% 702
2022
Q2 		$275K Sell
4,080
-6,736
-62% -$465K 0.02% 588
2022
Q1 		$757K Buy
10,816
+361
+3% +$23.4K 0.05% 357
2021
Q4 		$680K Buy
10,455
+431
+4% +$26.5K 0.05% 391
2021
Q3 		$599K Buy
+10,024
New +$626K 0.08% 235
2020
Q3 		– Sell
-933
Closed -$54K – 249
2020
Q2 		$54K Buy
+933
New +$54K 0.03% 234

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

Apollon Wealth Management's CMS Position: Q1 2026 in Review

Apollon Wealth Management increased its CMS Energy (CMS) stake by 24% in Q1 2026, buying an estimated $95.5K and bringing the position to 6,594 shares worth $512K. The position accounts for 0.01% of the portfolio, ranked #850.

Apollon Wealth Management first reported a position in CMS in Q2 2020 and has held it in 15 quarters since. The position peaked at $757K in Q1 2022. 799 funds tracked by Wall St. Rank hold CMS as of Q1 2026.

  • Apollon Wealth Management held 6,594 shares of CMS Energy worth $512K as of Q1 2026.
  • Apollon Wealth Management bought 1,287 CMS Energy shares in Q1 2026, an estimated $95.5K.
  • CMS Energy made up 0.01% of Apollon Wealth Management's portfolio in Q1 2026, its #850 holding.
  • Apollon Wealth Management first reported a position in CMS Energy in Q2 2020 and has held it in 15 quarters since.
  • Apollon Wealth Management's CMS Energy position peaked at $757K in Q1 2022.
  • 799 funds tracked by Wall St. Rank held CMS Energy as of Q1 2026.

Based on Apollon Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.