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 Q2	$707K	Sell	9,248 -952	-9%	-$71.4K	0.01%	668
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Sterling Capital Management's CMS Position: Q2 2026 in Review

Sterling Capital Management reduced its CMS Energy (CMS) stake by 9.3% in Q2 2026, selling an estimated $71.4K and leaving 9,248 shares worth $707K. The position accounts for 0.01% of the portfolio, ranked #668.

Sterling Capital Management first reported a position in CMS in Q3 2024 and has held it in 8 quarters since. The position peaked at $10.9M in Q3 2024. 820 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

Sterling Capital Management held 9,248 shares of CMS Energy worth $707K as of Q2 2026.
Sterling Capital Management sold 952 CMS Energy shares in Q2 2026, an estimated $71.4K.
CMS Energy made up 0.01% of Sterling Capital Management's portfolio in Q2 2026, its #668 holding.
Sterling Capital Management first reported a position in CMS Energy in Q3 2024 and has held it in 8 quarters since.
Sterling Capital Management's CMS Energy position peaked at $10.9M in Q3 2024.
820 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Sterling Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.