AlphaQuest’s CMS Energy CMS Stock Holding History

AlphaQuest’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	-28,568	Closed	-$2M	–	429
2025 Q4	$2M	Sell	28,568 -20,636	-42%	-$1.5M	0.11%	203
2025 Q3	$3.6M	Buy	49,204 +39,870	+427%	+$2.86M	0.24%	69
2025 Q2	$647K	Buy	9,334 +8,883	+1,970%	+$633K	0.06%	484
2025 Q1	$33.9K	Buy	451 +334	+285%	+$23.3K	﹤0.01%	1610
2024 Q4	$7.8K	Buy	117 +107	+1,070%	+$7.36K	﹤0.01%	1513
2024 Q3	$706	Sell	10 -30,098	-100%	-$1.98M	﹤0.01%	1654
2024 Q2	$1.79M	Buy	30,108 +30,085	+130,804%	+$1.82M	0.24%	113
2024 Q1	$1.39K	Buy	+23	New	+$1.33K	﹤0.01%	1173

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

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

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

AlphaQuest's CMS Position: Q1 2026 in Review

AlphaQuest sold out of CMS Energy (CMS) in Q1 2026, closing a stake of 28,568 shares — an estimated $2M sold.

AlphaQuest first reported a position in CMS in Q1 2024 and held it in 8 quarters. The position peaked at $3.6M in Q3 2025. 802 funds tracked by Wall St. Rank hold CMS as of Q1 2026.

AlphaQuest reported no remaining CMS Energy position as of Q1 2026 after selling out during the quarter.
AlphaQuest sold 28,568 CMS Energy shares in Q1 2026, an estimated $2M.
AlphaQuest first reported a position in CMS Energy in Q1 2024 and held it in 8 quarters.
AlphaQuest's CMS Energy position peaked at $3.6M in Q3 2025.
802 funds tracked by Wall St. Rank held CMS Energy as of Q1 2026.

Based on AlphaQuest's 13F filing for Q1 2026.