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Pallas Capital Advisors’s CMS Energy CMS Stock Holding History

Pallas Capital 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 		$211K Sell
2,758
-13
-0.5% -$974 0.01% 893
2026
Q1 		$215K Sell
2,771
-318
-10% -$23.6K 0.01% 745
2025
Q4 		$216K Sell
3,089
-50
-2% -$3.64K 0.01% 798
2025
Q3 		$230K Buy
+3,139
New +$225K 0.01% 745
2025
Q2 		– Sell
-4,496
Closed -$338K – 881
2025
Q1 		$338K Buy
4,496
+37
+0.8% +$2.58K 0.01% 571
2024
Q4 		$297K Buy
4,459
+173
+4% +$11.9K 0.01% 473
2024
Q3 		$308K Buy
4,286
+404
+10% +$26.5K 0.01% 464
2024
Q2 		$239K Sell
3,882
-93
-2% -$5.63K 0.01% 461
2024
Q1 		$240K Sell
3,975
-111
-3% -$6.43K 0.01% 387
2023
Q4 		$237K Sell
4,086
-3,216
-44% -$180K 0.01% 339
2023
Q3 		$395K Sell
7,302
-32,738
-82% -$1.9M 0.02% 261
2023
Q2 		$2.4M Buy
40,040
+18,469
+86% +$1.11M 0.11% 115
2023
Q1 		$1.34M Buy
21,571
+2,628
+14% +$162K 0.13% 116
2022
Q4 		$1.17M Buy
+18,943
New +$1.12M 0.12% 132

Other funds holding CMS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Pallas Capital Advisors's CMS Position: Q2 2026 in Review

Pallas Capital Advisors reduced its CMS Energy (CMS) stake by 0.47% in Q2 2026, selling an estimated $974 and leaving 2,758 shares worth $211K. The position accounts for 0.01% of the portfolio, ranked #893.

Pallas Capital Advisors first reported a position in CMS in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.4M in Q2 2023. 821 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Pallas Capital Advisors held 2,758 shares of CMS Energy worth $211K as of Q2 2026.
  • Pallas Capital Advisors sold 13 CMS Energy shares in Q2 2026, an estimated $974.
  • CMS Energy made up 0.01% of Pallas Capital Advisors's portfolio in Q2 2026, its #893 holding.
  • Pallas Capital Advisors first reported a position in CMS Energy in Q4 2022 and has held it in 14 quarters since.
  • Pallas Capital Advisors's CMS Energy position peaked at $2.4M in Q2 2023.
  • 821 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Pallas Capital Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.