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Legacy Capital Group California’s CMS Energy CMS Stock Holding History

Legacy Capital Group California’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
-7,906
Closed -$553K – 297
2025
Q4 		$553K Sell
7,906
-1,131
-13% -$82.3K 0.13% 195
2025
Q3 		$662K Sell
9,037
-204
-2% -$14.7K 0.17% 163
2025
Q2 		$640K Buy
9,241
+1,163
+14% +$82.9K 0.18% 149
2025
Q1 		$607K Sell
8,078
-210
-3% -$14.7K 0.21% 138
2024
Q4 		$552K Buy
+8,288
New +$570K 0.17% 162

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

Legacy Capital Group California's CMS Position: Q1 2026 in Review

Legacy Capital Group California sold out of CMS Energy (CMS) in Q1 2026, closing a stake of 7,906 shares — an estimated $553K sold.

Legacy Capital Group California first reported a position in CMS in Q4 2024 and held it in 5 quarters. The position peaked at $662K in Q3 2025. 799 funds tracked by Wall St. Rank hold CMS as of Q1 2026.

  • Legacy Capital Group California reported no remaining CMS Energy position as of Q1 2026 after selling out during the quarter.
  • Legacy Capital Group California sold 7,906 CMS Energy shares in Q1 2026, an estimated $553K.
  • Legacy Capital Group California first reported a position in CMS Energy in Q4 2024 and held it in 5 quarters.
  • Legacy Capital Group California's CMS Energy position peaked at $662K in Q3 2025.
  • 799 funds tracked by Wall St. Rank held CMS Energy as of Q1 2026.

Based on Legacy Capital Group California's 13F filing for Q1 2026, filed 4 May 2026.