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 Q3	$3.42M	Buy	54,156 +44,908	+486%	+$3.15M	0.07%	234
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Sterling Capital Management's CMS Position: Q3 2026 in Review

Sterling Capital Management increased its CMS Energy (CMS) stake by 486% in Q3 2026, buying an estimated $3.15M and bringing the position to 54,156 shares worth $3.42M. The position accounts for 0.07% of the portfolio, ranked #234.

Sterling Capital Management first reported a position in CMS in Q3 2024 and has held it in 9 quarters since. The position peaked at $10.9M in Q3 2024. 479 funds tracked by Wall St. Rank hold CMS as of Q3 2026.

Sterling Capital Management held 54,156 shares of CMS Energy worth $3.42M as of Q3 2026.
Sterling Capital Management bought 44,908 CMS Energy shares in Q3 2026, an estimated $3.15M.
CMS Energy made up 0.07% of Sterling Capital Management's portfolio in Q3 2026, its #234 holding.
Sterling Capital Management first reported a position in CMS Energy in Q3 2024 and has held it in 9 quarters since.
Sterling Capital Management's CMS Energy position peaked at $10.9M in Q3 2024.
479 funds tracked by Wall St. Rank held CMS Energy as of Q3 2026.

Based on Sterling Capital Management's 13F filing for Q3 2026, filed 22 Oct 2026.