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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
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 $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 $315B AUM 27.84% 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

Pallas Capital Advisors's CMS Position: Q1 2026 in Review

Pallas Capital Advisors reduced its CMS Energy (CMS) stake by 10% in Q1 2026, selling an estimated $23.6K and leaving 2,771 shares worth $215K. The position accounts for 0.01% of the portfolio, ranked #745.

Pallas Capital Advisors first reported a position in CMS in Q4 2022 and has held it in 13 quarters since. The position peaked at $2.4M in Q2 2023. 800 funds tracked by Wall St. Rank hold CMS as of Q1 2026.

  • Pallas Capital Advisors held 2,771 shares of CMS Energy worth $215K as of Q1 2026.
  • Pallas Capital Advisors sold 318 CMS Energy shares in Q1 2026, an estimated $23.6K.
  • CMS Energy made up 0.01% of Pallas Capital Advisors's portfolio in Q1 2026, its #745 holding.
  • Pallas Capital Advisors first reported a position in CMS Energy in Q4 2022 and has held it in 13 quarters since.
  • Pallas Capital Advisors's CMS Energy position peaked at $2.4M in Q2 2023.
  • 800 funds tracked by Wall St. Rank held CMS Energy as of Q1 2026.

Based on Pallas Capital Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.