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
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 $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

Logan Capital Management's CMS Position: Q1 2026 in Review

Logan Capital Management sold out of CMS Energy (CMS) in Q1 2026, closing a stake of 63,161 shares — an estimated $4.69M sold.

Logan Capital Management first reported a position in CMS in Q1 2021 and held it in 20 quarters. The position peaked at $5.81M in Q1 2023. 800 funds tracked by Wall St. Rank hold CMS as of Q1 2026.

  • Logan Capital Management reported no remaining CMS Energy position as of Q1 2026 after selling out during the quarter.
  • Logan Capital Management sold 63,161 CMS Energy shares in Q1 2026, an estimated $4.69M.
  • Logan Capital Management first reported a position in CMS Energy in Q1 2021 and held it in 20 quarters.
  • Logan Capital Management's CMS Energy position peaked at $5.81M in Q1 2023.
  • 800 funds tracked by Wall St. Rank held CMS Energy as of Q1 2026.

Based on Logan Capital Management's 13F filing for Q1 2026, filed 8 May 2026.