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Atlas Legacy Advisors’s CMS Energy CMS Stock Holding History

Atlas Legacy Advisors’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 		– Sell
-2,794
Closed -$217K – 217
2026
Q1 		$217K Buy
+2,794
New +$207K 0.04% 185
2025
Q4 		– Sell
-3,544
Closed -$260K – 196
2025
Q3 		$260K Buy
+3,544
New +$255K 0.05% 177

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

Atlas Legacy Advisors's CMS Position: Q2 2026 in Review

Atlas Legacy Advisors sold out of CMS Energy (CMS) in Q2 2026, closing a stake of 2,794 shares — an estimated $217K sold.

Atlas Legacy Advisors first reported a position in CMS in Q3 2025 and held it in 2 quarters. The position peaked at $260K in Q3 2025. 816 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Atlas Legacy Advisors reported no remaining CMS Energy position as of Q2 2026 after selling out during the quarter.
  • Atlas Legacy Advisors sold 2,794 CMS Energy shares in Q2 2026, an estimated $217K.
  • Atlas Legacy Advisors first reported a position in CMS Energy in Q3 2025 and held it in 2 quarters.
  • Atlas Legacy Advisors's CMS Energy position peaked at $260K in Q3 2025.
  • 816 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Atlas Legacy Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.