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 Q2	$688K	Buy	8,993 +37	+0.4%	+$2.77K	0.07%	176
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 $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 $3.37T AUM 44.26% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

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

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

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

L.J. Altfest & Co's CMS Position: Q2 2026 in Review

L.J. Altfest & Co increased its CMS Energy (CMS) stake by 0.41% in Q2 2026, buying an estimated $2.77K and bringing the position to 8,993 shares worth $688K. The position accounts for 0.07% of the portfolio, ranked #176.

L.J. Altfest & Co first reported a position in CMS in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.01M in Q3 2024. 820 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

L.J. Altfest & Co held 8,993 shares of CMS Energy worth $688K as of Q2 2026.
L.J. Altfest & Co bought 37 CMS Energy shares in Q2 2026, an estimated $2.77K.
CMS Energy made up 0.07% of L.J. Altfest & Co's portfolio in Q2 2026, its #176 holding.
L.J. Altfest & Co first reported a position in CMS Energy in Q2 2024 and has held it in 9 quarters since.
L.J. Altfest & Co's CMS Energy position peaked at $1.01M in Q3 2024.
820 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on L.J. Altfest & Co's 13F filing for Q2 2026, filed 30 Jul 2026.