Sterling Capital Management’s CMS Energy CMS Stock Holding History

Sterling Capital 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	$791K	Sell	10,200 -7,743	-43%	-$575K	0.02%	579
2025 Q4	$1.25M	Sell	17,943 -1,970	-10%	-$143K	0.02%	567
2025 Q3	$1.46M	Sell	19,913 -1,409	-7%	-$101K	0.02%	502
2025 Q2	$1.48M	Sell	21,322 -17,911	-46%	-$1.28M	0.02%	496
2025 Q1	$2.95M	Sell	39,233 -62,590	-61%	-$4.37M	0.05%	270
2024 Q4	$6.79M	Sell	101,823 -52,782	-34%	-$3.63M	0.09%	146
2024 Q3	$10.9M	Buy	+154,605	New	+$10.1M	0.14%	102

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

Sterling Capital Management's CMS Position: Q1 2026 in Review

Sterling Capital Management reduced its CMS Energy (CMS) stake by 43% in Q1 2026, selling an estimated $575K and leaving 10,200 shares worth $791K. The position accounts for 0.02% of the portfolio, ranked #579.

Sterling Capital Management first reported a position in CMS in Q3 2024 and has held it in 7 quarters since. The position peaked at $10.9M in Q3 2024. 799 funds tracked by Wall St. Rank hold CMS as of Q1 2026.

Sterling Capital Management held 10,200 shares of CMS Energy worth $791K as of Q1 2026.
Sterling Capital Management sold 7,743 CMS Energy shares in Q1 2026, an estimated $575K.
CMS Energy made up 0.02% of Sterling Capital Management's portfolio in Q1 2026, its #579 holding.
Sterling Capital Management first reported a position in CMS Energy in Q3 2024 and has held it in 7 quarters since.
Sterling Capital Management's CMS Energy position peaked at $10.9M in Q3 2024.
799 funds tracked by Wall St. Rank held CMS Energy as of Q1 2026.

Based on Sterling Capital Management's 13F filing for Q1 2026, filed 22 Apr 2026.