Aviva’s CMS Energy CMS Stock Holding History

Aviva’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	$72.6M	Buy	936,029 +72,944	+8%	+$5.41M	0.12%	162
2025 Q4	$60.4M	Buy	863,085 +47,730	+6%	+$3.47M	0.1%	186
2025 Q3	$59.7M	Buy	815,355 +50,468	+7%	+$3.63M	0.11%	180
2025 Q2	$53M	Buy	764,887 +49,162	+7%	+$3.5M	0.11%	190
2025 Q1	$53.8M	Buy	715,725 +92,458	+15%	+$6.46M	0.13%	176
2024 Q4	$41.5M	Buy	623,267 +6,816	+1%	+$469K	0.11%	202
2024 Q3	$43.5M	Sell	616,451 -4,838	-0.8%	-$317K	0.11%	218
2024 Q2	$37M	Buy	621,289 +107,004	+21%	+$6.48M	0.1%	233
2024 Q1	$31M	Buy	514,285 +36,579	+8%	+$2.12M	0.1%	233
2023 Q4	$27.7M	Buy	477,706 +41,594	+10%	+$2.32M	0.1%	252
2023 Q3	$23.2M	Buy	436,112 +431,830	+10,085%	+$25M	0.1%	269
2023 Q2	$252K	Hold	4,282	–	–	﹤0.01%	944
2023 Q1	$263K	Hold	4,282	–	–	﹤0.01%	981
2022 Q4	$271K	Hold	4,282	–	–	﹤0.01%	980
2022 Q3	$249K	Sell	4,282 -36,487	-89%	-$2.45M	﹤0.01%	978
2022 Q2	$2.75M	Sell	40,769 -12,904	-24%	-$891K	0.01%	705
2022 Q1	$3.75M	Sell	53,673 -246,535	-82%	-$16M	0.02%	653
2021 Q4	$19.5M	Sell	300,208 -29,188	-9%	-$1.79M	0.08%	234
2021 Q3	$19.7M	Buy	329,396 +236,893	+256%	+$14.8M	0.09%	229
2021 Q2	$5.46M	Sell	92,503 -3,974	-4%	-$247K	0.02%	575
2021 Q1	$5.91M	Sell	96,477 -1,951	-2%	-$112K	0.03%	485
2020 Q4	$6M	Buy	98,428 +6,263	+7%	+$391K	0.03%	457
2020 Q3	$5.66M	Sell	92,165 -2,938	-3%	-$180K	0.03%	420
2020 Q2	$5.56M	Sell	95,103 -4,481	-4%	-$259K	0.03%	405
2020 Q1	$5.85M	Buy	99,584 +175	+0.2%	+$11.2K	0.04%	369
2019 Q4	$6.25M	Sell	99,409 -515	-0.5%	-$32.1K	0.04%	407
2019 Q3	$6.39M	Sell	99,924 -4,081	-4%	-$248K	0.04%	359
2019 Q2	$6.02M	Sell	104,005 -2,565	-2%	-$144K	0.04%	397
2019 Q1	$5.92M	Buy	106,570 +917	+0.9%	+$48.3K	0.04%	404
2018 Q4	$5.25M	Sell	105,653 -152,435	-59%	-$7.7M	0.04%	405
2018 Q3	$12.6M	Sell	258,088 -5,892	-2%	-$287K	0.07%	285
2018 Q2	$12.5M	Buy	263,980 +122,532	+87%	+$5.53M	0.07%	267
2018 Q1	$6.41M	Sell	141,448 -13,877	-9%	-$609K	0.04%	434
2017 Q4	$7.35M	Sell	155,325 -21,640	-12%	-$1.05M	0.04%	426
2017 Q3	$8.2M	Buy	176,965 +1,204	+0.7%	+$56.8K	0.04%	414
2017 Q2	$8.13M	Buy	175,761 +1,380	+0.8%	+$63.8K	0.05%	415
2017 Q1	$7.8M	Sell	174,381 -9,539	-5%	-$413K	0.04%	419
2016 Q4	$7.66M	Buy	183,920 +12,627	+7%	+$516K	0.05%	419
2016 Q3	$7.2M	Buy	171,293 +4,817	+3%	+$210K	0.04%	435
2016 Q2	$7.63M	Buy	166,476 +25,499	+18%	+$1.07M	0.05%	371
2016 Q1	$5.98M	Sell	140,977 -369	-0.3%	-$14.5K	0.04%	433
2015 Q4	$5.1M	Sell	141,346 -144	-0.1%	-$5.13K	0.04%	480
2015 Q3	$5M	Sell	141,490 -2,644	-2%	-$89.2K	0.04%	465
2015 Q2	$4.59M	Sell	144,134 -2,720	-2%	-$91.4K	0.03%	541
2015 Q1	$5.13M	Buy	146,854 +35,494	+32%	+$1.26M	0.04%	534
2014 Q4	$3.87M	Buy	111,360 +620	+0.6%	+$20.3K	0.03%	552
2014 Q3	$3.29M	Buy	110,740 +2,500	+2%	+$74.6K	0.03%	618
2014 Q2	$3.37M	Sell	108,240 -1,070	-1%	-$31.8K	0.03%	613
2014 Q1	$3.2M	Buy	109,310 +6,190	+6%	+$172K	0.03%	599
2013 Q4	$2.76M	Buy	103,120 +3,667	+4%	+$98.7K	0.02%	638
2013 Q3	$2.62M	Buy	99,453 +20,653	+26%	+$561K	0.02%	621
2013 Q2	$2.14M	Buy	+78,800	New	+$2.21M	0.02%	591

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

Aviva's CMS Position: Q1 2026 in Review

Aviva increased its CMS Energy (CMS) stake by 8.5% in Q1 2026, buying an estimated $5.41M and bringing the position to 936,029 shares worth $72.6M. The position accounts for 0.12% of the portfolio, ranked #162.

Aviva first reported a position in CMS in Q2 2013 and has held it in 52 quarters since. 800 funds tracked by Wall St. Rank hold CMS as of Q1 2026.

Aviva held 936,029 shares of CMS Energy worth $72.6M as of Q1 2026.
Aviva bought 72,944 CMS Energy shares in Q1 2026, an estimated $5.41M.
CMS Energy made up 0.12% of Aviva's portfolio in Q1 2026, its #162 holding.
Aviva first reported a position in CMS Energy in Q2 2013 and has held it in 52 quarters since.
800 funds tracked by Wall St. Rank held CMS Energy as of Q1 2026.

Based on Aviva's 13F filing for Q1 2026, filed 14 May 2026.