Citigroup’s CMS Energy CMS Stock Holding History

Citigroup’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	–	Sell	-10,600	Closed	-$741K	–	6011
2025 Q4	$741K	Hold	10,600	–	–	﹤0.01%	3329
2025 Q3	$777K	Buy	+10,600	New	+$761K	﹤0.01%	3328
2019 Q4	–	Sell	-170,800	Closed	-$10.9M	–	7682
2019 Q3	$10.9M	Sell	170,800 -99,200	-37%	-$6.02M	0.01%	1326
2019 Q2	$15.6M	Buy	+270,000	New	+$15.2M	0.01%	1087
2018 Q2	–	Sell	-45,000	Closed	-$2.04M	–	7613
2018 Q1	$2.04M	Buy	+45,000	New	+$1.97M	﹤0.01%	2585
2016 Q3	–	Sell	-126,400	Closed	-$5.8M	–	7063
2016 Q2	$5.8M	Sell	126,400 -23,000	-15%	-$966K	0.01%	1444
2016 Q1	$6.34M	Sell	149,400 -40,000	-21%	-$1.57M	0.01%	1356
2015 Q4	$6.83M	Buy	189,400 +174,500	+1,171%	+$6.22M	0.01%	1428
2015 Q3	$526K	Buy	+14,900	New	+$503K	﹤0.01%	3692
2015 Q2	–	Sell	-40,000	Closed	-$1.4M	–	7545
2015 Q1	$1.4M	Sell	40,000 -325,000	-89%	-$11.5M	﹤0.01%	2788
2014 Q4	$12.7M	Buy	365,000 +75,000	+26%	+$2.45M	0.01%	1099
2014 Q3	$8.6M	Buy	290,000 +150,000	+107%	+$4.48M	0.01%	1416
2014 Q2	$4.36M	Buy	140,000 +14,000	+11%	+$417K	﹤0.01%	1915
2014 Q1	$3.69M	Buy	126,000 +76,000	+152%	+$2.11M	﹤0.01%	1927
2013 Q4	$1.34M	Buy	+50,000	New	+$1.35M	﹤0.01%	2919

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

Citigroup's CMS Position: Q1 2026 in Review

Citigroup reduced its CMS Energy (CMS) stake by 27% in Q1 2026, selling an estimated $10.7M and leaving 386,728 shares worth $30M. The position accounts for 0.01% of the portfolio, ranked #869.

Citigroup first reported a position in CMS in Q2 2013 and has held it in 52 quarters since. The position peaked at $163M in Q4 2022. 799 funds tracked by Wall St. Rank hold CMS as of Q1 2026.

Citigroup held 386,728 shares of CMS Energy worth $30M as of Q1 2026.
Citigroup sold 144,385 CMS Energy shares in Q1 2026, an estimated $10.7M.
CMS Energy made up 0.01% of Citigroup's portfolio in Q1 2026, its #869 holding.
Citigroup first reported a position in CMS Energy in Q2 2013 and has held it in 52 quarters since.
Citigroup's CMS Energy position peaked at $163M in Q4 2022.
799 funds tracked by Wall St. Rank held CMS Energy as of Q1 2026.

Based on Citigroup's 13F filing for Q1 2026, filed 11 May 2026.