Mach-1 Financial Group’s CMS Energy CMS Stock Holding History

Mach-1 Financial Group’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	-3,209	Closed	-$224K	–	183
2025 Q4	$224K	Buy	+3,209	New	+$233K	0.05%	256

Other funds holding CMS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Mach-1 Financial Group's CMS Position: Q1 2026 in Review

Mach-1 Financial Group sold out of CMS Energy (CMS) in Q1 2026, closing a stake of 3,209 shares — an estimated $224K sold.

Mach-1 Financial Group first reported a position in CMS in Q4 2025 and held it in 1 quarter. The position peaked at $224K in Q4 2025. 801 funds tracked by Wall St. Rank hold CMS as of Q1 2026.

Mach-1 Financial Group reported no remaining CMS Energy position as of Q1 2026 after selling out during the quarter.
Mach-1 Financial Group sold 3,209 CMS Energy shares in Q1 2026, an estimated $224K.
Mach-1 Financial Group first reported a position in CMS Energy in Q4 2025 and held it in 1 quarter.
Mach-1 Financial Group's CMS Energy position peaked at $224K in Q4 2025.
801 funds tracked by Wall St. Rank held CMS Energy as of Q1 2026.

Based on Mach-1 Financial Group's 13F filing for Q1 2026, filed 13 May 2026.