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Ascent Group’s CMS Energy CMS Stock Holding History

Ascent Group’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 		$1.3M Sell
16,798
-5,293
-24% -$393K 0.05% 315
2025
Q4 		$1.54M Sell
22,091
-2,503
-10% -$182K 0.05% 291
2025
Q3 		$1.8M Buy
24,594
+21,622
+728% +$1.55M 0.06% 261
2025
Q2 		$206K Buy
+2,972
New +$212K 0.01% 681

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

Ascent Group's CMS Position: Q1 2026 in Review

Ascent Group reduced its CMS Energy (CMS) stake by 24% in Q1 2026, selling an estimated $393K and leaving 16,798 shares worth $1.3M. The position accounts for 0.05% of the portfolio, ranked #315.

Ascent Group first reported a position in CMS in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.8M in Q3 2025. 799 funds tracked by Wall St. Rank hold CMS as of Q1 2026.

  • Ascent Group held 16,798 shares of CMS Energy worth $1.3M as of Q1 2026.
  • Ascent Group sold 5,293 CMS Energy shares in Q1 2026, an estimated $393K.
  • CMS Energy made up 0.05% of Ascent Group's portfolio in Q1 2026, its #315 holding.
  • Ascent Group first reported a position in CMS Energy in Q2 2025 and has held it in 4 quarters since.
  • Ascent Group's CMS Energy position peaked at $1.8M in Q3 2025.
  • 799 funds tracked by Wall St. Rank held CMS Energy as of Q1 2026.

Based on Ascent Group's 13F filing for Q1 2026, filed 15 May 2026.