Canada Life’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $14.7M | Buy |
188,641
+3,457
| +2% | +$257K | 0.03% | 444 |
|
|
2025
Q4 | $13M | Buy |
185,184
+5,398
| +3% | +$393K | 0.02% | 459 |
|
|
2025
Q3 | $13.1M | Buy |
179,786
+1,673
| +0.9% | +$120K | 0.02% | 519 |
|
|
2025
Q2 | $12.4M | Sell |
178,113
-4,921
| -3% | -$351K | 0.02% | 510 |
|
|
2025
Q1 | $13.8M | Sell |
183,034
-3,407
| -2% | -$238K | 0.02% | 495 |
|
|
2024
Q4 | $12.4M | Sell |
186,441
-9,676
| -5% | -$666K | 0.02% | 517 |
|
|
2024
Q3 | $13.9M | Buy |
196,117
+14,150
| +8% | +$929K | 0.02% | 501 |
|
|
2024
Q2 | $10.8M | Buy |
181,967
+20,589
| +13% | +$1.25M | 0.02% | 535 |
|
|
2024
Q1 | $9.74M | Sell |
161,378
-1,865
| -1% | -$108K | 0.02% | 571 |
|
|
2023
Q4 | $9.43M | Buy |
163,243
+2,496
| +2% | +$139K | 0.02% | 547 |
|
|
2023
Q3 | $8.54M | Sell |
160,747
-1,854
| -1% | -$107K | 0.02% | 556 |
|
|
2023
Q2 | $9.6M | Sell |
162,601
-6,312
| -4% | -$381K | 0.02% | 527 |
|
|
2023
Q1 | $10.4M | Sell |
168,913
-26,348
| -13% | -$1.62M | 0.03% | 518 |
|
|
2022
Q4 | $12.4M | Buy |
195,261
+19,390
| +11% | +$1.15M | 0.03% | 474 |
|
|
2022
Q3 | $10.2M | Buy |
175,871
+566
| +0.3% | +$38.1K | 0.03% | 499 |
|
|
2022
Q2 | $11.8M | Sell |
175,305
-7,266
| -4% | -$502K | 0.03% | 492 |
|
|
2022
Q1 | $13.4M | Buy |
182,571
+241
| +0.1% | +$15.6K | 0.03% | 501 |
|
|
2021
Q4 | $11.8M | Buy |
182,330
+4,972
| +3% | +$305K | 0.02% | 549 |
|
|
2021
Q3 | $10.7M | Sell |
177,358
-7,913
| -4% | -$494K | 0.02% | 562 |
|
|
2021
Q2 | $10.9M | Buy |
185,271
+447
| +0.2% | +$27.8K | 0.03% | 579 |
|
|
2021
Q1 | $11.2M | Buy |
184,824
+1,266
| +0.7% | +$72.8K | 0.03% | 569 |
|
|
2020
Q4 | $11.2M | Buy |
183,558
+8,597
| +5% | +$537K | 0.02% | 584 |
|
|
2020
Q3 | $10.7M | Sell |
174,961
-8,889
| -5% | -$544K | 0.02% | 518 |
|
|
2020
Q2 | $10.7M | Sell |
183,850
-30,941
| -14% | -$1.79M | 0.02% | 498 |
|
|
2020
Q1 | $12.7M | Sell |
214,791
-419
| -0.2% | -$26.8K | 0.03% | 405 |
|
|
2019
Q4 | $13.4M | Buy |
215,210
+2,780
| +1% | +$173K | 0.03% | 485 |
|
|
2019
Q3 | $13.6M | Buy |
212,430
+2,626
| +1% | +$159K | 0.03% | 462 |
|
|
2019
Q2 | $12.1M | Sell |
209,804
-25,690
| -11% | -$1.44M | 0.03% | 506 |
|
|
2019
Q1 | $13M | Buy |
235,494
+5,597
| +2% | +$295K | 0.03% | 422 |
|
|
2018
Q4 | $10.9M | Sell |
229,897
-8,441
| -4% | -$426K | 0.03% | 437 |
|
|
2018
Q3 | $11.7M | Sell |
238,338
-19,208
| -7% | -$936K | 0.03% | 478 |
|
|
2018
Q2 | $12.2M | Sell |
257,546
-7,323
| -3% | -$331K | 0.03% | 475 |
|
|
2018
Q1 | $12M | Buy |
264,869
+9,024
| +4% | +$396K | 0.03% | 466 |
|
|
2017
Q4 | $12.1M | Buy |
255,845
+32,619
| +15% | +$1.58M | 0.03% | 476 |
|
|
2017
Q3 | $10.3M | Sell |
223,226
-7,530
| -3% | -$355K | 0.03% | 512 |
|
|
2017
Q2 | $10.7M | Buy |
230,756
+9,935
| +4% | +$459K | 0.03% | 491 |
|
|
2017
Q1 | $9.87M | Buy |
220,821
+747
| +0.3% | +$32.4K | 0.03% | 499 |
|
|
2016
Q4 | $9.19M | Sell |
220,074
-660
| -0.3% | -$27K | 0.03% | 502 |
|
|
2016
Q3 | $9.26M | Buy |
220,734
+3,970
| +2% | +$173K | 0.03% | 507 |
|
|
2016
Q2 | $9.92M | Buy |
216,764
+46,314
| +27% | +$1.95M | 0.03% | 476 |
|
|
2016
Q1 | $7.23M | Sell |
170,450
-100
| -0.1% | -$3.92K | 0.03% | 486 |
|
|
2015
Q4 | $6.15M | Sell |
170,550
-4,445
| -3% | -$158K | 0.02% | 524 |
|
|
2015
Q3 | $6.19M | Buy |
174,995
+26,251
| +18% | +$885K | 0.02% | 496 |
|
|
2015
Q2 | $4.73M | Sell |
148,744
-7,202
| -5% | -$242K | 0.02% | 637 |
|
|
2015
Q1 | $5.43M | Buy |
155,946
+7,519
| +5% | +$267K | 0.02% | 599 |
|
|
2014
Q4 | $5.15M | Buy |
148,427
+1,427
| +1% | +$46.6K | 0.02% | 602 |
|
|
2014
Q3 | $4.37M | Sell |
147,000
-266,417
| -64% | -$7.95M | 0.01% | 639 |
|
|
2014
Q2 | $12.8M | Buy |
413,417
+272,456
| +193% | +$8.11M | 0.04% | 376 |
|
|
2014
Q1 | $4.11M | Buy |
140,961
+7,328
| +5% | +$203K | 0.01% | 645 |
|
|
2013
Q4 | $3.59M | Buy |
133,633
+3,385
| +3% | +$91.1K | 0.01% | 669 |
|
|
2013
Q3 | $3.42M | Buy |
130,248
+129,168
| +11,960% | +$3.51M | 0.01% | 633 |
|
|
2013
Q2 | $30K | Buy |
+1,080
| New | +$30.3K | ﹤0.01% | 751 |
|
Other funds holding CMS
VCM
VPM
Canada Life's CMS Position: Q1 2026 in Review
Canada Life increased its CMS Energy (CMS) stake by 1.9% in Q1 2026, buying an estimated $257K and bringing the position to 188,641 shares worth $14.7M. The position accounts for 0.03% of the portfolio, ranked #444.
Canada Life 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.
- Canada Life held 188,641 shares of CMS Energy worth $14.7M as of Q1 2026.
- Canada Life bought 3,457 CMS Energy shares in Q1 2026, an estimated $257K.
- CMS Energy made up 0.03% of Canada Life's portfolio in Q1 2026, its #444 holding.
- Canada Life 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 Canada Life's 13F filing for Q1 2026, filed 14 May 2026.