Aquatic Capital Management’s CMS Energy CMS Stock Holding History

Aquatic 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 Q1	$1.62M	Buy	20,831 +13,957	+203%	+$1.04M	0.05%	436
2025 Q4	$481K	Buy	+6,874	New	+$500K	0.01%	750
2024 Q3	–	Sell	-53,600	Closed	-$3.19M	–	1198
2024 Q2	$3.19M	Buy	53,600 +6,200	+13%	+$375K	0.12%	178
2024 Q1	$2.86M	Buy	+47,400	New	+$2.75M	0.09%	204
2023 Q4	–	Sell	-14,900	Closed	-$791K	–	1364
2023 Q3	$791K	Sell	14,900 -1,400	-9%	-$81.1K	0.03%	384
2023 Q2	$958K	Buy	+16,300	New	+$983K	0.05%	322
2022 Q4	–	Sell	-47,200	Closed	-$2.75M	–	1433
2022 Q3	$2.75M	Buy	47,200 +44,900	+1,952%	+$3.02M	0.27%	93
2022 Q2	$155K	Buy	+2,300	New	+$159K	0.05%	390
2022 Q1	–	Sell	-600	Closed	-$39K	–	1141
2021 Q4	$39K	Buy	+600	New	+$36.8K	0.08%	377

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

Aquatic Capital Management's CMS Position: Q1 2026 in Review

Aquatic Capital Management increased its CMS Energy (CMS) stake by 203% in Q1 2026, buying an estimated $1.04M and bringing the position to 20,831 shares worth $1.62M. The position accounts for 0.05% of the portfolio, ranked #436.

Aquatic Capital Management first reported a position in CMS in Q4 2021 and has held it in 9 quarters since. The position peaked at $3.19M in Q2 2024. 799 funds tracked by Wall St. Rank hold CMS as of Q1 2026.

Aquatic Capital Management held 20,831 shares of CMS Energy worth $1.62M as of Q1 2026.
Aquatic Capital Management bought 13,957 CMS Energy shares in Q1 2026, an estimated $1.04M.
CMS Energy made up 0.05% of Aquatic Capital Management's portfolio in Q1 2026, its #436 holding.
Aquatic Capital Management first reported a position in CMS Energy in Q4 2021 and has held it in 9 quarters since.
Aquatic Capital Management's CMS Energy position peaked at $3.19M in Q2 2024.
799 funds tracked by Wall St. Rank held CMS Energy as of Q1 2026.

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