Flagship Harbor Advisors’s CMS Energy CMS Stock Holding History

Flagship Harbor 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 Q1	–	Sell	-130	Closed	-$9.15K	–	981
2025 Q4	$9.15K	Buy	+130	New	+$9.46K	﹤0.01%	1527
2020 Q4	–	Sell	-183	Closed	-$11K	–	755
2020 Q3	$11K	Hold	183	–	–	﹤0.01%	1297
2020 Q2	$10K	Buy	183 +1	+0.5%	+$58	﹤0.01%	1346
2020 Q1	$11K	Buy	182 +1	+0.6%	+$64	﹤0.01%	1188
2019 Q4	$11K	Buy	181 +1	+0.6%	+$62	﹤0.01%	1297
2019 Q3	$11K	Hold	180	–	–	﹤0.01%	1251
2019 Q2	$10K	Buy	180 +1	+0.6%	+$56	﹤0.01%	1285
2019 Q1	$9K	Buy	179 +1	+0.6%	+$53	﹤0.01%	1317
2018 Q4	$8K	Hold	178	–	–	﹤0.01%	1289
2018 Q3	$9K	Buy	178 +2	+1%	+$97	﹤0.01%	1457
2018 Q2	$8K	Buy	+176	New	+$7.95K	﹤0.01%	1457

Other funds holding CMS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Flagship Harbor Advisors's CMS Position: Q1 2026 in Review

Flagship Harbor Advisors sold out of CMS Energy (CMS) in Q1 2026, closing a stake of 130 shares — an estimated $9.15K sold.

Flagship Harbor Advisors first reported a position in CMS in Q2 2018 and held it in 11 quarters. The position peaked at $11K in Q3 2020. 802 funds tracked by Wall St. Rank hold CMS as of Q1 2026.

Flagship Harbor Advisors reported no remaining CMS Energy position as of Q1 2026 after selling out during the quarter.
Flagship Harbor Advisors sold 130 CMS Energy shares in Q1 2026, an estimated $9.15K.
Flagship Harbor Advisors first reported a position in CMS Energy in Q2 2018 and held it in 11 quarters.
Flagship Harbor Advisors's CMS Energy position peaked at $11K in Q3 2020.
802 funds tracked by Wall St. Rank held CMS Energy as of Q1 2026.

Based on Flagship Harbor Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.