AXQ Capital’s CMS Energy CMS Stock Holding History

AXQ Capital’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	$858K	Buy	+11,059	New	+$821K	0.11%	279
2024 Q4	–	Sell	-22,107	Closed	-$1.56M	–	469
2024 Q3	$1.56M	Sell	22,107 -4,033	-15%	-$265K	0.47%	41
2024 Q2	$1.56M	Buy	+26,140	New	+$1.58M	0.36%	88
2023 Q4	–	Sell	-33,000	Closed	-$1.75M	–	665
2023 Q3	$1.75M	Buy	+33,000	New	+$1.91M	0.62%	22

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

AXQ Capital's CMS Position: Q1 2026 in Review

AXQ Capital opened a new position in CMS Energy (CMS) in Q1 2026: 11,059 shares worth $858K. The stake represents 0.11% of the portfolio and ranks #279 among its holdings. This is a return to the name: AXQ Capital previously reported a position in CMS as recently as Q3 2024.

AXQ Capital first reported a position in CMS in Q3 2023 and has held it in 4 quarters since. The position peaked at $1.75M in Q3 2023. 799 funds tracked by Wall St. Rank hold CMS as of Q1 2026.

AXQ Capital held 11,059 shares of CMS Energy worth $858K as of Q1 2026.
CMS Energy was a new AXQ Capital position in Q1 2026.
CMS Energy made up 0.11% of AXQ Capital's portfolio in Q1 2026, its #279 holding.
AXQ Capital first reported a position in CMS Energy in Q3 2023 and has held it in 4 quarters since.
AXQ Capital's CMS Energy position peaked at $1.75M in Q3 2023.
799 funds tracked by Wall St. Rank held CMS Energy as of Q1 2026.

Based on AXQ Capital's 13F filing for Q1 2026, filed 13 May 2026.