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New Age Alpha Advisors’s CMS Energy CMS Stock Holding History

New Age Alpha Advisors’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 		$805K Buy
10,372
+10,028
+2,915% +$744K 0.04% 439
2025
Q4 		$24.1K Buy
344
+241
+234% +$17.5K ﹤0.01% 724
2025
Q3 		$7.55K Hold
103
– – ﹤0.01% 800
2025
Q2 		$7.14K Sell
103
-787
-88% -$56.1K ﹤0.01% 822
2025
Q1 		$66.8K Sell
890
-2,707
-75% -$189K ﹤0.01% 792
2024
Q4 		$240K Buy
3,597
+3,348
+1,345% +$230K 0.01% 630
2024
Q3 		$17.6K Buy
+249
New +$16.3K 0.01% 105

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

New Age Alpha Advisors's CMS Position: Q1 2026 in Review

New Age Alpha Advisors increased its CMS Energy (CMS) stake by 2,915% in Q1 2026, buying an estimated $744K and bringing the position to 10,372 shares worth $805K. The position accounts for 0.04% of the portfolio, ranked #439.

New Age Alpha Advisors first reported a position in CMS in Q3 2024 and has held it in 7 quarters since. 799 funds tracked by Wall St. Rank hold CMS as of Q1 2026.

  • New Age Alpha Advisors held 10,372 shares of CMS Energy worth $805K as of Q1 2026.
  • New Age Alpha Advisors bought 10,028 CMS Energy shares in Q1 2026, an estimated $744K.
  • CMS Energy made up 0.04% of New Age Alpha Advisors's portfolio in Q1 2026, its #439 holding.
  • New Age Alpha Advisors first reported a position in CMS Energy in Q3 2024 and has held it in 7 quarters since.
  • 799 funds tracked by Wall St. Rank held CMS Energy as of Q1 2026.

Based on New Age Alpha Advisors's 13F filing for Q1 2026, filed 11 May 2026.