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Atlantic Union Bankshares’s CMS Energy CMS Stock Holding History

Atlantic Union Bankshares’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 		$12.1K Sell
158
-4
-2% -$300 ﹤0.01% 1295
2026
Q1 		$12.6K Sell
162
-225
-58% -$16.7K ﹤0.01% 1261
2025
Q4 		$27.1K Sell
387
-97
-20% -$7.05K ﹤0.01% 1051
2025
Q3 		$35.5K Buy
484
+133
+38% +$9.55K ﹤0.01% 999
2025
Q2 		$24.3K Buy
+351
New +$25K ﹤0.01% 791

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

Atlantic Union Bankshares's CMS Position: Q2 2026 in Review

Atlantic Union Bankshares reduced its CMS Energy (CMS) stake by 2.5% in Q2 2026, selling an estimated $300 and leaving 158 shares worth $12.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1295.

Atlantic Union Bankshares first reported a position in CMS in Q2 2025 and has held it in 5 quarters since. The position peaked at $35.5K in Q3 2025. 816 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Atlantic Union Bankshares held 158 shares of CMS Energy worth $12.1K as of Q2 2026.
  • Atlantic Union Bankshares sold 4 CMS Energy shares in Q2 2026, an estimated $300.
  • CMS Energy made up ﹤0.01% of Atlantic Union Bankshares's portfolio in Q2 2026, its #1295 holding.
  • Atlantic Union Bankshares first reported a position in CMS Energy in Q2 2025 and has held it in 5 quarters since.
  • Atlantic Union Bankshares's CMS Energy position peaked at $35.5K in Q3 2025.
  • 816 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Atlantic Union Bankshares's 13F filing for Q2 2026, filed 11 Aug 2026.