HCM
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Hilton Capital Management’s CMS Energy CMS Stock Holding History

Hilton Capital 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 		$3.18M Buy
41,033
+11,681
+40% +$867K 0.24% 96
2025
Q4 		$2.05M Buy
29,352
+2,861
+11% +$208K 0.15% 124
2025
Q3 		$1.94M Buy
26,491
+1,389
+6% +$99.8K 0.16% 112
2025
Q2 		$1.74M Buy
25,102
+3,031
+14% +$216K 0.14% 116
2025
Q1 		$1.66M Buy
22,071
+2,533
+13% +$177K 0.14% 111
2024
Q4 		$1.3M Buy
19,538
+852
+5% +$58.6K 0.11% 121
2024
Q3 		$1.32M Sell
18,686
-988
-5% -$64.8K 0.1% 118
2024
Q2 		$1.17M Buy
19,674
+572
+3% +$34.6K 0.1% 121
2024
Q1 		$1.15M Buy
19,102
+10,754
+129% +$623K 0.1% 128
2023
Q4 		$485K Buy
+8,348
New +$466K 0.05% 126
2023
Q2 		– Sell
-3,311
Closed -$210K – 151
2023
Q1 		$210K Buy
+3,311
New +$204K 0.03% 100
2022
Q3 		– Sell
-3,225
Closed -$218K – 108
2022
Q2 		$218K Buy
3,225
+61
+2% +$4.21K 0.03% 92
2022
Q1 		$221K Buy
+3,164
New +$205K 0.02% 111
2019
Q4 		– Sell
-2,220
Closed -$142K – 152
2019
Q3 		$142K Buy
2,220
+407
+22% +$24.7K 0.02% 127
2019
Q2 		$105K Buy
1,813
+84
+5% +$4.71K 0.01% 157
2019
Q1 		$96K Buy
+1,729
New +$91.1K 0.01% 169

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

Hilton Capital Management's CMS Position: Q1 2026 in Review

Hilton Capital Management increased its CMS Energy (CMS) stake by 40% in Q1 2026, buying an estimated $867K and bringing the position to 41,033 shares worth $3.18M. The position accounts for 0.24% of the portfolio, ranked #96.

Hilton Capital Management first reported a position in CMS in Q1 2019 and has held it in 16 quarters since. 799 funds tracked by Wall St. Rank hold CMS as of Q1 2026.

  • Hilton Capital Management held 41,033 shares of CMS Energy worth $3.18M as of Q1 2026.
  • Hilton Capital Management bought 11,681 CMS Energy shares in Q1 2026, an estimated $867K.
  • CMS Energy made up 0.24% of Hilton Capital Management's portfolio in Q1 2026, its #96 holding.
  • Hilton Capital Management first reported a position in CMS Energy in Q1 2019 and has held it in 16 quarters since.
  • 799 funds tracked by Wall St. Rank held CMS Energy as of Q1 2026.

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