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Campbell & Co Investment Adviser’s CMS Energy CMS Stock Holding History

Campbell & Co Investment Adviser’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
Q2 		– Sell
-51,573
Closed -$4M – 1078
2026
Q1 		$4M Buy
+51,573
New +$3.83M 0.23% 113
2025
Q4 		– Sell
-104,094
Closed -$7.63M – 1162
2025
Q3 		$7.63M Buy
104,094
+55,017
+112% +$3.95M 0.58% 8
2025
Q2 		$3.4M Buy
+49,077
New +$3.5M 0.21% 107
2024
Q3 		– Sell
-53,936
Closed -$3.21M – 1124
2024
Q2 		$3.21M Buy
53,936
+47,497
+738% +$2.88M 0.27% 72
2024
Q1 		$389K Buy
+6,439
New +$373K 0.03% 813
2022
Q4 		– Sell
-24,308
Closed -$1.42M – 798
2022
Q3 		$1.42M Buy
+24,308
New +$1.64M 0.32% 55
2021
Q3 		– Sell
-15,110
Closed -$893K – 613
2021
Q2 		$893K Buy
+15,110
New +$940K 0.37% 59
2020
Q1 		– Sell
-37,004
Closed -$2.33M – 118
2019
Q4 		$2.33M Buy
+37,004
New +$2.31M 0.71% 7
2019
Q2 		– Sell
-30,000
Closed -$1.67M – 550
2019
Q1 		$1.67M Buy
+30,000
New +$1.58M 0.82% 4
2017
Q4 		– Sell
-4,667
Closed -$216K – 409
2017
Q3 		$216K Buy
+4,667
New +$220K 0.17% 270
2016
Q4 		– Sell
-8,994
Closed -$378K – 150
2016
Q3 		$378K Buy
+8,994
New +$393K 1.02% 27
2015
Q2 		– Sell
-24,099
Closed -$841K – 167
2015
Q1 		$841K Sell
24,099
-28,049
-54% -$996K 0.53% 69
2014
Q4 		$1.81M Buy
+52,148
New +$1.7M 1.12% 21
2013
Q4 		– Sell
-146,955
Closed -$3.87M – 231
2013
Q3 		$3.87M Buy
146,955
+118,555
+417% +$3.22M 0.76% 42
2013
Q2 		$772K Buy
+28,400
New +$797K 0.15% 172

Other funds holding CMS

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
IGAM
iA Global Asset Management Quebec, Quebec, Canada $8.42B AUM 47.61% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Campbell & Co Investment Adviser's CMS Position: Q2 2026 in Review

Campbell & Co Investment Adviser sold out of CMS Energy (CMS) in Q2 2026, closing a stake of 51,573 shares — an estimated $4M sold.

Campbell & Co Investment Adviser first reported a position in CMS in Q2 2013 and held it in 15 quarters. The position peaked at $7.63M in Q3 2025. 354 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Campbell & Co Investment Adviser reported no remaining CMS Energy position as of Q2 2026 after selling out during the quarter.
  • Campbell & Co Investment Adviser sold 51,573 CMS Energy shares in Q2 2026, an estimated $4M.
  • Campbell & Co Investment Adviser first reported a position in CMS Energy in Q2 2013 and held it in 15 quarters.
  • Campbell & Co Investment Adviser's CMS Energy position peaked at $7.63M in Q3 2025.
  • 354 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Campbell & Co Investment Adviser's 13F filing for Q2 2026, filed 3 Aug 2026.