Sage Mountain Advisors’s CMS Energy CMS Stock Holding History

Sage Mountain 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	–	Sell	-8,198	Closed	-$573K	–	346
2025 Q4	$573K	Buy	8,198 +4,108	+100%	+$299K	0.03%	250
2025 Q3	$300K	Sell	4,090 -125	-3%	-$8.98K	0.02%	368
2025 Q2	$292K	Buy	4,215 +855	+25%	+$60.9K	0.02%	329
2025 Q1	$252K	Buy	3,360 +144	+4%	+$10.1K	0.02%	335
2024 Q4	$214K	Sell	3,216 -560	-15%	-$38.5K	0.02%	358
2024 Q3	$267K	Buy	+3,776	New	+$248K	0.02%	309

Other funds holding CMS

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Sage Mountain Advisors's CMS Position: Q1 2026 in Review

Sage Mountain Advisors sold out of CMS Energy (CMS) in Q1 2026, closing a stake of 8,198 shares — an estimated $573K sold.

Sage Mountain Advisors first reported a position in CMS in Q3 2024 and held it in 6 quarters. The position peaked at $573K in Q4 2025. 799 funds tracked by Wall St. Rank hold CMS as of Q1 2026.

Sage Mountain Advisors reported no remaining CMS Energy position as of Q1 2026 after selling out during the quarter.
Sage Mountain Advisors sold 8,198 CMS Energy shares in Q1 2026, an estimated $573K.
Sage Mountain Advisors first reported a position in CMS Energy in Q3 2024 and held it in 6 quarters.
Sage Mountain Advisors's CMS Energy position peaked at $573K in Q4 2025.
799 funds tracked by Wall St. Rank held CMS Energy as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.