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 Q2	$780K	Sell	10,196 -176	-2%	-$13.2K	0.03%	532
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 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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

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

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

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

New Age Alpha Advisors's CMS Position: Q2 2026 in Review

New Age Alpha Advisors reduced its CMS Energy (CMS) stake by 1.7% in Q2 2026, selling an estimated $13.2K and leaving 10,196 shares worth $780K. The position accounts for 0.03% of the portfolio, ranked #532.

New Age Alpha Advisors first reported a position in CMS in Q3 2024 and has held it in 8 quarters since. The position peaked at $805K in Q1 2026. 820 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

New Age Alpha Advisors held 10,196 shares of CMS Energy worth $780K as of Q2 2026.
New Age Alpha Advisors sold 176 CMS Energy shares in Q2 2026, an estimated $13.2K.
CMS Energy made up 0.03% of New Age Alpha Advisors's portfolio in Q2 2026, its #532 holding.
New Age Alpha Advisors first reported a position in CMS Energy in Q3 2024 and has held it in 8 quarters since.
New Age Alpha Advisors's CMS Energy position peaked at $805K in Q1 2026.
820 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on New Age Alpha Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.