Atom Investors’s CMS Energy CMS Stock Holding History

Atom Investors’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
2025 Q4	–	Sell	-2,757	Closed	-$202K	–	620
2025 Q3	$202K	Buy	+2,757	New	+$198K	0.02%	513
2025 Q2	–	Sell	-2,757	Closed	-$207K	–	639
2025 Q1	$207K	Sell	2,757 -39,145	-93%	-$2.73M	0.03%	400
2024 Q4	$2.79M	Buy	41,902 +38,214	+1,036%	+$2.63M	0.35%	96
2024 Q3	$260K	Buy	+3,688	New	+$242K	0.03%	394
2024 Q2	–	Sell	-15,086	Closed	-$910K	–	509
2024 Q1	$910K	Sell	15,086 -7,667	-34%	-$444K	0.11%	233
2023 Q4	$1.32M	Buy	22,753 +8,338	+58%	+$466K	0.23%	142
2023 Q3	$766K	Buy	14,415 +2,655	+23%	+$154K	0.17%	164
2023 Q2	$691K	Buy	11,760 +4,863	+71%	+$293K	0.26%	81
2023 Q1	$423K	Buy	6,897 +863	+14%	+$53K	0.23%	112
2022 Q4	$382K	Buy	+6,034	New	+$357K	0.19%	108

Other funds holding CMS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

Atom Investors's CMS Position: Q4 2025 in Review

Atom Investors sold out of CMS Energy (CMS) in Q4 2025, closing a stake of 2,757 shares — an estimated $202K sold.

Atom Investors first reported a position in CMS in Q4 2022 and held it in 10 quarters. The position peaked at $2.79M in Q4 2024. 801 funds tracked by Wall St. Rank hold CMS as of Q4 2025.

Atom Investors reported no remaining CMS Energy position as of Q4 2025 after selling out during the quarter.
Atom Investors sold 2,757 CMS Energy shares in Q4 2025, an estimated $202K.
Atom Investors first reported a position in CMS Energy in Q4 2022 and held it in 10 quarters.
Atom Investors's CMS Energy position peaked at $2.79M in Q4 2024.
801 funds tracked by Wall St. Rank held CMS Energy as of Q4 2025.

Based on Atom Investors's 13F filing for Q4 2025, filed 17 Feb 2026.