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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
Q2 		$701K Buy
9,157
+2,563
+39% +$192K 0.01% 873
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 $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 $3.38T AUM 44.17% 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

Apollon Wealth Management's CMS Position: Q2 2026 in Review

Apollon Wealth Management increased its CMS Energy (CMS) stake by 39% in Q2 2026, buying an estimated $192K and bringing the position to 9,157 shares worth $701K. The position accounts for 0.01% of the portfolio, ranked #873.

Apollon Wealth Management first reported a position in CMS in Q2 2020 and has held it in 16 quarters since. The position peaked at $757K in Q1 2022. 821 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Apollon Wealth Management held 9,157 shares of CMS Energy worth $701K as of Q2 2026.
  • Apollon Wealth Management bought 2,563 CMS Energy shares in Q2 2026, an estimated $192K.
  • CMS Energy made up 0.01% of Apollon Wealth Management's portfolio in Q2 2026, its #873 holding.
  • Apollon Wealth Management first reported a position in CMS Energy in Q2 2020 and has held it in 16 quarters since.
  • Apollon Wealth Management's CMS Energy position peaked at $757K in Q1 2022.
  • 821 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.