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Capital Group Private Client Services’s CMS Energy CMS Stock Holding History

Capital Group Private Client Services’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 		– Sell
-6,023
Closed -$421K – 254
2025
Q4 		$421K Sell
6,023
-2,361
-28% -$172K 0.01% 253
2025
Q3 		$614K Sell
8,384
-283,842
-97% -$20.4M 0.01% 231
2025
Q2 		$20.2M Sell
292,226
-5,105
-2% -$364K 0.18% 115
2025
Q1 		$22.3M Sell
297,331
-9,651
-3% -$674K 0.22% 102
2024
Q4 		$20.5M Buy
306,982
+903
+0.3% +$62.1K 0.19% 113
2024
Q3 		$21.6M Sell
306,079
-5,208
-2% -$342K 0.21% 114
2024
Q2 		$18.5M Sell
311,287
-12,202
-4% -$739K 0.19% 118
2024
Q1 		$19.5M Buy
323,489
+35,847
+12% +$2.08M 0.2% 113
2023
Q4 		$16.7M Buy
287,642
+251,102
+687% +$14M 0.17% 118
2023
Q3 		$1.94M Sell
36,540
-43,128
-54% -$2.5M 0.02% 185
2023
Q2 		$4.68M Sell
79,668
-1,728
-2% -$104K 0.06% 148
2023
Q1 		$5M Buy
81,396
+1,267
+2% +$77.9K 0.06% 148
2022
Q4 		$5.07M Buy
80,129
+1,944
+2% +$115K 0.06% 153
2022
Q3 		$4.55M Buy
78,185
+540
+0.7% +$36.3K 0.06% 155
2022
Q2 		$5.24M Buy
77,645
+89
+0.1% +$6.15K 0.07% 155
2022
Q1 		$5.42M Buy
77,556
+2,590
+3% +$168K 0.06% 158
2021
Q4 		$4.88M Sell
74,966
-2,266
-3% -$139K 0.05% 149
2021
Q3 		$4.61M Buy
+77,232
New +$4.82M 0.05% 148

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital Group Private Client Services's CMS Position: Q1 2026 in Review

Capital Group Private Client Services sold out of CMS Energy (CMS) in Q1 2026, closing a stake of 6,023 shares — an estimated $421K sold.

Capital Group Private Client Services first reported a position in CMS in Q3 2021 and held it in 18 quarters. The position peaked at $22.3M in Q1 2025. 802 funds tracked by Wall St. Rank hold CMS as of Q1 2026.

  • Capital Group Private Client Services reported no remaining CMS Energy position as of Q1 2026 after selling out during the quarter.
  • Capital Group Private Client Services sold 6,023 CMS Energy shares in Q1 2026, an estimated $421K.
  • Capital Group Private Client Services first reported a position in CMS Energy in Q3 2021 and held it in 18 quarters.
  • Capital Group Private Client Services's CMS Energy position peaked at $22.3M in Q1 2025.
  • 802 funds tracked by Wall St. Rank held CMS Energy as of Q1 2026.

Based on Capital Group Private Client Services's 13F filing for Q1 2026, filed 13 May 2026.