AIM
CMS icon

Aigen Investment Management’s CMS Energy CMS Stock Holding History

Aigen Investment 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 		– Sell
-3,068
Closed -$215K – 566
2025
Q4 		$215K Buy
+3,068
New +$223K 0.05% 465
2025
Q3 		– Sell
-41,813
Closed -$2.9M – 838
2025
Q2 		$2.9M Buy
+41,813
New +$2.98M 0.4% 48
2025
Q1 		– Sell
-5,516
Closed -$368K – 794
2024
Q4 		$368K Buy
+5,516
New +$380K 0.06% 420
2024
Q3 		– Sell
-8,692
Closed -$517K – 771
2024
Q2 		$517K Sell
8,692
-22,680
-72% -$1.37M 0.1% 298
2024
Q1 		$1.89M Buy
+31,372
New +$1.82M 0.41% 55
2023
Q2 		– Sell
-12,413
Closed -$762K – 771
2023
Q1 		$762K Buy
+12,413
New +$763K 0.1% 229
2022
Q4 		– Sell
-13,192
Closed -$768K – 564
2022
Q3 		$768K Buy
13,192
+4,343
+49% +$292K 0.11% 234
2022
Q2 		$597K Sell
8,849
-100,718
-92% -$6.95M 0.1% 273
2022
Q1 		$7.66M Buy
109,567
+61,318
+127% +$3.98M 1.32% 6
2021
Q4 		$3.07M Buy
+48,249
New +$2.96M 0.19% 145
2021
Q3 		– Sell
-16,331
Closed -$965K – 498
2021
Q2 		$965K Sell
16,331
-9,622
-37% -$598K 0.17% 149
2021
Q1 		$1.59M Buy
+25,953
New +$1.49M 0.21% 116
2020
Q2 		– Sell
-49,743
Closed -$2.92M – 891
2020
Q1 		$2.92M Buy
+49,743
New +$3.18M 0.39% 40

Other funds holding CMS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Aigen Investment Management's CMS Position: Q1 2026 in Review

Aigen Investment Management sold out of CMS Energy (CMS) in Q1 2026, closing a stake of 3,068 shares — an estimated $215K sold.

Aigen Investment Management first reported a position in CMS in Q1 2020 and held it in 13 quarters. The position peaked at $7.66M in Q1 2022. 801 funds tracked by Wall St. Rank hold CMS as of Q1 2026.

  • Aigen Investment Management reported no remaining CMS Energy position as of Q1 2026 after selling out during the quarter.
  • Aigen Investment Management sold 3,068 CMS Energy shares in Q1 2026, an estimated $215K.
  • Aigen Investment Management first reported a position in CMS Energy in Q1 2020 and held it in 13 quarters.
  • Aigen Investment Management's CMS Energy position peaked at $7.66M in Q1 2022.
  • 801 funds tracked by Wall St. Rank held CMS Energy as of Q1 2026.

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