Aster Capital Management’s CMS Energy CMS Stock Holding History

Aster Capital 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	$356K	Buy	4,744 +2,688	+131%	+$200K	0.12%	171
2025 Q4	$144K	Buy	+2,056	New	+$150K	0.06%	285
2025 Q3	–	Sell	-1,521	Closed	-$105K	–	1027
2025 Q2	$105K	Sell	1,521 -20,787	-93%	-$1.48M	0.02%	504
2025 Q1	$1.63M	Buy	22,308 +14,098	+172%	+$985K	0.3%	80
2024 Q4	$547K	Sell	8,210 -17,186	-68%	-$1.18M	0.21%	131
2024 Q3	$1.79M	Buy	+25,396	New	+$1.67M	0.39%	58

Other funds holding CMS

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Aster Capital Management's CMS Position: Q1 2026 in Review

Aster Capital Management increased its CMS Energy (CMS) stake by 131% in Q1 2026, buying an estimated $200K and bringing the position to 4,744 shares worth $356K. The position accounts for 0.12% of the portfolio, ranked #171.

Aster Capital Management first reported a position in CMS in Q3 2024 and has held it in 6 quarters since. The position peaked at $1.79M in Q3 2024. 800 funds tracked by Wall St. Rank hold CMS as of Q1 2026.

Aster Capital Management held 4,744 shares of CMS Energy worth $356K as of Q1 2026.
Aster Capital Management bought 2,688 CMS Energy shares in Q1 2026, an estimated $200K.
CMS Energy made up 0.12% of Aster Capital Management's portfolio in Q1 2026, its #171 holding.
Aster Capital Management first reported a position in CMS Energy in Q3 2024 and has held it in 6 quarters since.
Aster Capital Management's CMS Energy position peaked at $1.79M in Q3 2024.
800 funds tracked by Wall St. Rank held CMS Energy as of Q1 2026.

Based on Aster Capital Management's 13F filing for Q1 2026, filed 13 May 2026.