Dimensional Fund Advisors’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
Q2 | $126M | Buy |
1,646,965
+65,850
| +4% | +$4.94M | 0.02% | 1007 |
|
|
2026
Q1 | $123M | Buy |
1,581,115
+50,475
| +3% | +$3.75M | 0.03% | 924 |
|
|
2025
Q4 | $107M | Buy |
1,530,640
+40,528
| +3% | +$2.95M | 0.02% | 1023 |
|
|
2025
Q3 | $109M | Buy |
1,490,112
+102,087
| +7% | +$7.33M | 0.02% | 992 |
|
|
2025
Q2 | $96.2M | Buy |
1,388,025
+45,808
| +3% | +$3.26M | 0.02% | 1043 |
|
|
2025
Q1 | $101M | Sell |
1,342,217
-25,758
| -2% | -$1.8M | 0.03% | 970 |
|
|
2024
Q4 | $91.2M | Buy |
1,367,975
+54,054
| +4% | +$3.72M | 0.02% | 1106 |
|
|
2024
Q3 | $92.8M | Buy |
1,313,921
+32,417
| +3% | +$2.13M | 0.02% | 1089 |
|
|
2024
Q2 | $76.3M | Buy |
1,281,504
+233,633
| +22% | +$14.1M | 0.02% | 1175 |
|
|
2024
Q1 | $63.2M | Buy |
1,047,871
+9,020
| +0.9% | +$523K | 0.02% | 1296 |
|
|
2023
Q4 | $60.3M | Buy |
1,038,851
+18,636
| +2% | +$1.04M | 0.02% | 1305 |
|
|
2023
Q3 | $54.2M | Sell |
1,020,215
-34,778
| -3% | -$2.01M | 0.02% | 1284 |
|
|
2023
Q2 | $62M | Buy |
1,054,993
+40,402
| +4% | +$2.44M | 0.02% | 1206 |
|
|
2023
Q1 | $62.3M | Buy |
+1,014,591
| New | +$62.4M | 0.02% | 1156 |
|
|
2022
Q3 | $59.4M | Sell |
1,019,919
-3,094
| -0.3% | -$208K | 0.02% | 1078 |
|
|
2022
Q2 | $69M | Buy |
1,023,013
+40,407
| +4% | +$2.79M | 0.02% | 1016 |
|
|
2022
Q1 | $68.7M | Buy |
982,606
+56,659
| +6% | +$3.68M | 0.02% | 1139 |
|
|
2021
Q4 | $60.2M | Sell |
925,947
-3,415
| -0.4% | -$210K | 0.02% | 1281 |
|
|
2021
Q3 | $55.5M | Sell |
929,362
-1,503
| -0.2% | -$93.8K | 0.02% | 1322 |
|
|
2021
Q2 | $55M | Buy |
930,865
+7,071
| +0.8% | +$440K | 0.02% | 1361 |
|
|
2021
Q1 | $56.6M | Sell |
923,794
-23,169
| -2% | -$1.33M | 0.02% | 1336 |
|
|
2020
Q4 | $57.8M | Buy |
946,963
+9,927
| +1% | +$620K | 0.02% | 1253 |
|
|
2020
Q3 | $57.5M | Buy |
937,036
+17,527
| +2% | +$1.07M | 0.02% | 1077 |
|
|
2020
Q2 | $53.7M | Sell |
919,509
-2,974
| -0.3% | -$172K | 0.02% | 1144 |
|
|
2020
Q1 | $54.2M | Buy |
922,483
+5,993
| +0.7% | +$383K | 0.03% | 957 |
|
|
2019
Q4 | $57.6M | Buy |
916,490
+3,364
| +0.4% | +$210K | 0.02% | 1286 |
|
|
2019
Q3 | $58.4M | Buy |
913,126
+57,556
| +7% | +$3.49M | 0.02% | 1245 |
|
|
2019
Q2 | $49.5M | Buy |
855,570
+19,029
| +2% | +$1.07M | 0.02% | 1436 |
|
|
2019
Q1 | $46.5M | Buy |
836,541
+27,579
| +3% | +$1.45M | 0.02% | 1498 |
|
|
2018
Q4 | $40.2M | Buy |
808,962
+54,937
| +7% | +$2.78M | 0.02% | 1488 |
|
|
2018
Q3 | $36.9M | Buy |
754,025
+44,778
| +6% | +$2.18M | 0.01% | 1732 |
|
|
2018
Q2 | $33.5M | Buy |
709,247
+9,437
| +1% | +$426K | 0.01% | 1791 |
|
|
2018
Q1 | $31.7M | Buy |
699,810
+17,015
| +2% | +$746K | 0.01% | 1769 |
|
|
2017
Q4 | $32.3M | Buy |
682,795
+14,816
| +2% | +$718K | 0.01% | 1762 |
|
|
2017
Q3 | $30.9M | Sell |
667,979
-1,097
| -0.2% | -$51.8K | 0.01% | 1757 |
|
|
2017
Q2 | $30.9M | Buy |
669,076
+14,228
| +2% | +$658K | 0.01% | 1716 |
|
|
2017
Q1 | $29.3M | Buy |
654,848
+13,843
| +2% | +$600K | 0.01% | 1717 |
|
|
2016
Q4 | $26.7M | Buy |
641,005
+79
| +0% | +$3.23K | 0.01% | 1762 |
|
|
2016
Q3 | $26.9M | Buy |
640,926
+39,498
| +7% | +$1.72M | 0.01% | 1675 |
|
|
2016
Q2 | $27.6M | Buy |
601,428
+4,174
| +0.7% | +$175K | 0.02% | 1580 |
|
|
2016
Q1 | $25.3M | Buy |
597,254
+14,266
| +2% | +$559K | 0.02% | 1617 |
|
|
2015
Q4 | $21M | Buy |
582,988
+23,439
| +4% | +$836K | 0.01% | 1742 |
|
|
2015
Q3 | $19.8M | Buy |
559,549
+11,212
| +2% | +$378K | 0.01% | 1766 |
|
|
2015
Q2 | $17.5M | Buy |
548,337
+91,812
| +20% | +$3.08M | 0.01% | 1948 |
|
|
2015
Q1 | $15.9M | Buy |
456,525
+23,264
| +5% | +$826K | 0.01% | 1974 |
|
|
2014
Q4 | $15.1M | Buy |
433,261
+13,365
| +3% | +$437K | 0.01% | 2006 |
|
|
2014
Q3 | $12.5M | Buy |
419,896
+11,755
| +3% | +$351K | 0.01% | 2034 |
|
|
2014
Q2 | $12.7M | Buy |
408,141
+12,862
| +3% | +$383K | 0.01% | 2050 |
|
|
2014
Q1 | $11.6M | Buy |
395,279
+5,294
| +1% | +$147K | 0.01% | 2067 |
|
|
2013
Q4 | $10.4M | Sell |
389,985
-2,051
| -0.5% | -$55.2K | 0.01% | 2129 |
|
|
2013
Q3 | $10.3M | Buy |
392,036
+13,779
| +4% | +$374K | 0.01% | 2086 |
|
|
2013
Q2 | $10.3M | Buy |
+378,257
| New | +$10.6M | 0.01% | 1969 |
|
Other funds holding CMS
Dimensional Fund Advisors's CMS Position: Q2 2026 in Review
Dimensional Fund Advisors increased its CMS Energy (CMS) stake by 4.2% in Q2 2026, buying an estimated $4.94M and bringing the position to 1,646,965 shares worth $126M. The position accounts for 0.02% of the portfolio, ranked #1007.
Dimensional Fund Advisors first reported a position in CMS in Q2 2013 and has held it in 52 quarters since. 821 funds tracked by Wall St. Rank hold CMS as of Q2 2026.
- Dimensional Fund Advisors held 1,646,965 shares of CMS Energy worth $126M as of Q2 2026.
- Dimensional Fund Advisors bought 65,850 CMS Energy shares in Q2 2026, an estimated $4.94M.
- CMS Energy made up 0.02% of Dimensional Fund Advisors's portfolio in Q2 2026, its #1007 holding.
- Dimensional Fund Advisors first reported a position in CMS Energy in Q2 2013 and has held it in 52 quarters since.
- 821 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.
Based on Dimensional Fund Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.