DGM
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Delta Global Management’s CMS Energy CMS Stock Holding History

Delta Global 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 		– Sell
-13,377
Closed -$935K – 168
2025
Q4 		$935K Buy
+13,377
New +$973K 0.07% 140
2025
Q2 		– Sell
-34,566
Closed -$2.6M – 191
2025
Q1 		$2.6M Buy
+34,566
New +$2.41M 0.19% 68

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

Delta Global Management's CMS Position: Q1 2026 in Review

Delta Global Management sold out of CMS Energy (CMS) in Q1 2026, closing a stake of 13,377 shares — an estimated $935K sold.

Delta Global Management first reported a position in CMS in Q1 2025 and held it in 2 quarters. The position peaked at $2.6M in Q1 2025. 799 funds tracked by Wall St. Rank hold CMS as of Q1 2026.

  • Delta Global Management reported no remaining CMS Energy position as of Q1 2026 after selling out during the quarter.
  • Delta Global Management sold 13,377 CMS Energy shares in Q1 2026, an estimated $935K.
  • Delta Global Management first reported a position in CMS Energy in Q1 2025 and held it in 2 quarters.
  • Delta Global Management's CMS Energy position peaked at $2.6M in Q1 2025.
  • 799 funds tracked by Wall St. Rank held CMS Energy as of Q1 2026.

Based on Delta Global Management's 13F filing for Q1 2026, filed 15 May 2026.