L.J. Altfest & Co’s CMS Energy CMS Stock Holding History

L.J. Altfest & Co’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	$695K	Sell	8,956 -2,407	-21%	-$179K	0.07%	187
2025 Q4	$795K	Buy	11,363 +45	+0.4%	+$3.27K	0.09%	161
2025 Q3	$829K	Sell	11,318 -93	-0.8%	-$6.68K	0.09%	155
2025 Q2	$791K	Buy	11,411 +397	+4%	+$28.3K	0.09%	147
2025 Q1	$827K	Buy	11,014 +2,523	+30%	+$176K	0.1%	139
2024 Q4	$566K	Sell	8,491 -5,860	-41%	-$403K	0.07%	191
2024 Q3	$1.01M	Buy	14,351 +5,388	+60%	+$354K	0.14%	130
2024 Q2	$534K	Buy	+8,963	New	+$543K	0.07%	183

Other funds holding CMS

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

L.J. Altfest & Co's CMS Position: Q1 2026 in Review

L.J. Altfest & Co reduced its CMS Energy (CMS) stake by 21% in Q1 2026, selling an estimated $179K and leaving 8,956 shares worth $695K. The position accounts for 0.07% of the portfolio, ranked #187.

L.J. Altfest & Co first reported a position in CMS in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.01M in Q3 2024. 799 funds tracked by Wall St. Rank hold CMS as of Q1 2026.

L.J. Altfest & Co held 8,956 shares of CMS Energy worth $695K as of Q1 2026.
L.J. Altfest & Co sold 2,407 CMS Energy shares in Q1 2026, an estimated $179K.
CMS Energy made up 0.07% of L.J. Altfest & Co's portfolio in Q1 2026, its #187 holding.
L.J. Altfest & Co first reported a position in CMS Energy in Q2 2024 and has held it in 8 quarters since.
L.J. Altfest & Co's CMS Energy position peaked at $1.01M in Q3 2024.
799 funds tracked by Wall St. Rank held CMS Energy as of Q1 2026.

Based on L.J. Altfest & Co's 13F filing for Q1 2026, filed 28 Apr 2026.