Transcend Capital Advisors’s CMS Energy CMS Stock Holding History

Transcend Capital 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 Q1	$233K	Buy	3,001 +29	+1%	+$2.15K	0.02%	631
2025 Q4	$208K	Buy	2,972 +135	+5%	+$9.82K	0.02%	650
2025 Q3	$208K	Buy	+2,837	New	+$204K	0.01%	651
2023 Q2	–	Sell	-5,146	Closed	-$316K	–	490
2023 Q1	$316K	Buy	5,146 +43	+0.8%	+$2.64K	0.03%	354
2022 Q4	$323K	Buy	5,103 +100	+2%	+$5.91K	0.04%	350
2022 Q3	$291K	Sell	5,003 -201	-4%	-$13.5K	0.03%	368
2022 Q2	$351K	Buy	5,204 +14	+0.3%	+$967	0.04%	349
2022 Q1	$363K	Buy	5,190 +119	+2%	+$7.72K	0.03%	369
2021 Q4	$330K	Buy	5,071 +939	+23%	+$57.6K	0.03%	362
2021 Q3	$250K	Buy	+4,132	New	+$258K	0.02%	410

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

Transcend Capital Advisors's CMS Position: Q1 2026 in Review

Transcend Capital Advisors increased its CMS Energy (CMS) stake by 0.98% in Q1 2026, buying an estimated $2.15K and bringing the position to 3,001 shares worth $233K. The position accounts for 0.02% of the portfolio, ranked #631.

Transcend Capital Advisors first reported a position in CMS in Q3 2021 and has held it in 10 quarters since. The position peaked at $363K in Q1 2022. 799 funds tracked by Wall St. Rank hold CMS as of Q1 2026.

Transcend Capital Advisors held 3,001 shares of CMS Energy worth $233K as of Q1 2026.
Transcend Capital Advisors bought 29 CMS Energy shares in Q1 2026, an estimated $2.15K.
CMS Energy made up 0.02% of Transcend Capital Advisors's portfolio in Q1 2026, its #631 holding.
Transcend Capital Advisors first reported a position in CMS Energy in Q3 2021 and has held it in 10 quarters since.
Transcend Capital Advisors's CMS Energy position peaked at $363K in Q1 2022.
799 funds tracked by Wall St. Rank held CMS Energy as of Q1 2026.

Based on Transcend Capital Advisors's 13F filing for Q1 2026, filed 13 May 2026.