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	$3.61M	Buy	+46,486	New	+$3.45M	0.16%	143

Other funds holding CMS

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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. 799 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.
799 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.