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Smartleaf Asset Management’s CMS Energy CMS Stock Holding History

Smartleaf Asset Management’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 		$959K Sell
12,414
-411
-3% -$30.5K 0.03% 404
2025
Q4 		$903K Buy
12,825
+1,094
+9% +$79.6K 0.03% 392
2025
Q3 		$854K Buy
11,731
+851
+8% +$61.1K 0.05% 354
2025
Q2 		$751K Sell
10,880
-1,216
-10% -$86.6K 0.07% 302
2025
Q1 		$897K Sell
12,096
-330
-3% -$23K 0.09% 253
2024
Q4 		$828K Buy
12,426
+1,166
+10% +$80.2K 0.08% 252
2024
Q3 		$793K Buy
11,260
+833
+8% +$54.7K 0.1% 234
2024
Q2 		$625K Buy
10,427
+1,657
+19% +$100K 0.1% 224
2024
Q1 		$525K Buy
8,770
+1,779
+25% +$103K 0.1% 212
2023
Q4 		$405K Buy
+6,991
New +$390K 0.11% 192

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 $298B AUM 21.96% 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

Smartleaf Asset Management's CMS Position: Q1 2026 in Review

Smartleaf Asset Management reduced its CMS Energy (CMS) stake by 3.2% in Q1 2026, selling an estimated $30.5K and leaving 12,414 shares worth $959K. The position accounts for 0.03% of the portfolio, ranked #404.

Smartleaf Asset Management first reported a position in CMS in Q4 2023 and has held it in 10 quarters since. 799 funds tracked by Wall St. Rank hold CMS as of Q1 2026.

  • Smartleaf Asset Management held 12,414 shares of CMS Energy worth $959K as of Q1 2026.
  • Smartleaf Asset Management sold 411 CMS Energy shares in Q1 2026, an estimated $30.5K.
  • CMS Energy made up 0.03% of Smartleaf Asset Management's portfolio in Q1 2026, its #404 holding.
  • Smartleaf Asset Management first reported a position in CMS Energy in Q4 2023 and has held it in 10 quarters since.
  • 799 funds tracked by Wall St. Rank held CMS Energy as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.