LCM
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Logan Capital Management’s CMS Energy CMS Stock Holding History

Logan 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
Q2 		$3.44M Buy
+44,958
New +$3.37M 0.13% 145
2026
Q1 		– Sell
-63,161
Closed -$4.69M – 320
2025
Q4 		$4.42M Sell
63,161
-2,254
-3% -$164K 0.19% 128
2025
Q3 		$4.79M Buy
65,415
+1,531
+2% +$110K 0.2% 121
2025
Q2 		$4.43M Sell
63,884
-2,023
-3% -$144K 0.21% 120
2025
Q1 		$4.95M Sell
65,907
-5,275
-7% -$368K 0.23% 108
2024
Q4 		$4.74M Sell
71,182
-2,469
-3% -$170K 0.2% 117
2024
Q3 		$5.2M Sell
73,651
-5,190
-7% -$341K 0.21% 112
2024
Q2 		$4.69M Sell
78,841
-3,698
-4% -$224K 0.2% 119
2024
Q1 		$4.98M Buy
82,539
+4,812
+6% +$279K 0.21% 119
2023
Q4 		$4.51M Sell
77,727
-9,357
-11% -$523K 0.21% 122
2023
Q3 		$4.63M Sell
87,084
-6,376
-7% -$369K 0.24% 111
2023
Q2 		$5.49M Sell
93,460
-1,206
-1% -$72.7K 0.26% 102
2023
Q1 		$5.81M Buy
94,666
+20,013
+27% +$1.23M 0.28% 99
2022
Q4 		$4.73M Buy
74,653
+19,490
+35% +$1.15M 0.24% 106
2022
Q3 		$3.21M Sell
55,163
-363
-0.7% -$24.4K 0.19% 118
2022
Q2 		$3.75M Buy
55,526
+613
+1% +$42.3K 0.22% 115
2022
Q1 		$3.84M Buy
54,913
+864
+2% +$56K 0.19% 121
2021
Q4 		$3.52M Buy
54,049
+565
+1% +$34.7K 0.15% 129
2021
Q3 		$3.19M Buy
53,484
+3,748
+8% +$234K 0.15% 132
2021
Q2 		$2.94M Buy
49,736
+16,619
+50% +$1.03M 0.14% 138
2021
Q1 		$2.03M Buy
+33,117
New +$1.9M 0.1% 148

Other funds holding CMS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Logan Capital Management's CMS Position: Q2 2026 in Review

Logan Capital Management opened a new position in CMS Energy (CMS) in Q2 2026: 44,958 shares worth $3.44M. The stake represents 0.13% of the portfolio and ranks #145 among its holdings. This is a return to the name: Logan Capital Management previously reported a position in CMS as recently as Q4 2025.

Logan Capital Management first reported a position in CMS in Q1 2021 and has held it in 21 quarters since. The position peaked at $5.81M in Q1 2023. 821 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Logan Capital Management held 44,958 shares of CMS Energy worth $3.44M as of Q2 2026.
  • CMS Energy was a new Logan Capital Management position in Q2 2026.
  • CMS Energy made up 0.13% of Logan Capital Management's portfolio in Q2 2026, its #145 holding.
  • Logan Capital Management first reported a position in CMS Energy in Q1 2021 and has held it in 21 quarters since.
  • Logan Capital Management's CMS Energy position peaked at $5.81M in Q1 2023.
  • 821 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Logan Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.