SA
CMS icon

Sanctuary Advisors’s CMS Energy CMS Stock Holding History

Sanctuary 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 		$2.99M Buy
39,132
+4,263
+12% +$320K 0.01% 831
2026
Q1 		$2.71M Buy
34,869
+860
+3% +$63.8K 0.01% 791
2025
Q4 		$2.38M Buy
34,009
+331
+1% +$24.1K 0.01% 834
2025
Q3 		$2.47M Buy
33,678
+3,364
+11% +$242K 0.01% 788
2025
Q2 		$2.1M Buy
30,314
+388
+1% +$27.6K 0.01% 822
2025
Q1 		$2.25M Sell
29,926
-6,919
-19% -$483K 0.02% 739
2024
Q4 		$2.44M Buy
36,845
+1,941
+6% +$134K 0.02% 774
2024
Q3 		$2.43M Buy
34,904
+8,975
+35% +$589K 0.02% 767
2024
Q2 		$1.54M Buy
+25,929
New +$1.57M 0.01% 952

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 $3.37T AUM 44.26% 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

Sanctuary Advisors's CMS Position: Q2 2026 in Review

Sanctuary Advisors increased its CMS Energy (CMS) stake by 12% in Q2 2026, buying an estimated $320K and bringing the position to 39,132 shares worth $2.99M. The position accounts for 0.01% of the portfolio, ranked #831.

Sanctuary Advisors first reported a position in CMS in Q2 2024 and has held it in 9 quarters since. 819 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Sanctuary Advisors held 39,132 shares of CMS Energy worth $2.99M as of Q2 2026.
  • Sanctuary Advisors bought 4,263 CMS Energy shares in Q2 2026, an estimated $320K.
  • CMS Energy made up 0.01% of Sanctuary Advisors's portfolio in Q2 2026, its #831 holding.
  • Sanctuary Advisors first reported a position in CMS Energy in Q2 2024 and has held it in 9 quarters since.
  • 819 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.