L.J. Altfest & Co
CMS icon

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
Q3 		– Sell
-8,993
Closed -$688K – 329
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

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

L.J. Altfest & Co's CMS Position: Q3 2026 in Review

L.J. Altfest & Co sold out of CMS Energy (CMS) in Q3 2026, closing a stake of 8,993 shares — an estimated $688K sold.

L.J. Altfest & Co first reported a position in CMS in Q2 2024 and held it in 9 quarters. The position peaked at $1.01M in Q3 2024. 569 funds tracked by Wall St. Rank hold CMS as of Q3 2026.

  • L.J. Altfest & Co reported no remaining CMS Energy position as of Q3 2026 after selling out during the quarter.
  • L.J. Altfest & Co sold 8,993 CMS Energy shares in Q3 2026, an estimated $688K.
  • L.J. Altfest & Co first reported a position in CMS Energy in Q2 2024 and held it in 9 quarters.
  • L.J. Altfest & Co's CMS Energy position peaked at $1.01M in Q3 2024.
  • 569 funds tracked by Wall St. Rank held CMS Energy as of Q3 2026.

Based on L.J. Altfest & Co's 13F filing for Q3 2026, filed 27 Oct 2026.