Edgestream Partners’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 | $329K | Buy |
+4,299
| New | +$322K | 0.01% | 852 |
|
|
2026
Q1 | – | Sell |
-151,799
| Closed | -$10.6M | – | 910 |
|
|
2025
Q4 | $10.6M | Sell |
151,799
-3,431
| -2% | -$250K | 0.3% | 55 |
|
|
2025
Q3 | $11.4M | Buy |
155,230
+36,766
| +31% | +$2.64M | 0.33% | 44 |
|
|
2025
Q2 | $8.21M | Buy |
+118,464
| New | +$8.44M | 0.23% | 133 |
|
|
2025
Q1 | – | Sell |
-60,335
| Closed | -$4.02M | – | 871 |
|
|
2024
Q4 | $4.02M | Buy |
60,335
+30,667
| +103% | +$2.11M | 0.17% | 218 |
|
|
2024
Q3 | $2.1M | Sell |
29,668
-57,235
| -66% | -$3.76M | 0.09% | 389 |
|
|
2024
Q2 | $5.17M | Buy |
+86,903
| New | +$5.26M | 0.25% | 112 |
|
|
2024
Q1 | – | Sell |
-25,515
| Closed | -$1.48M | – | 835 |
|
|
2023
Q4 | $1.48M | Sell |
25,515
-4,244
| -14% | -$237K | 0.11% | 321 |
|
|
2023
Q3 | $1.58M | Buy |
+29,759
| New | +$1.72M | 0.13% | 261 |
|
|
2023
Q1 | – | Sell |
-34,429
| Closed | -$2.18M | – | 566 |
|
|
2022
Q4 | $2.18M | Sell |
34,429
-52,099
| -60% | -$3.08M | 0.25% | 135 |
|
|
2022
Q3 | $5.04M | Buy |
+86,528
| New | +$5.82M | 0.39% | 78 |
|
|
2022
Q2 | – | Sell |
-5,718
| Closed | -$400K | – | 524 |
|
|
2022
Q1 | $400K | Buy |
+5,718
| New | +$371K | 0.03% | 450 |
|
|
2021
Q3 | – | Sell |
-4,927
| Closed | -$291K | – | 502 |
|
|
2021
Q2 | $291K | Sell |
4,927
-19,779
| -80% | -$1.23M | 0.02% | 401 |
|
|
2021
Q1 | $1.51M | Sell |
24,706
-33,856
| -58% | -$1.95M | 0.08% | 265 |
|
|
2020
Q4 | $3.57M | Buy |
+58,562
| New | +$3.66M | 0.18% | 163 |
|
|
2020
Q3 | – | Sell |
-27,093
| Closed | -$1.58M | – | 296 |
|
|
2020
Q2 | $1.58M | Buy |
+27,093
| New | +$1.57M | 0.08% | 216 |
|
|
2019
Q3 | – | Sell |
-12,082
| Closed | -$700K | – | 266 |
|
|
2019
Q2 | $700K | Buy |
+12,082
| New | +$678K | 0.08% | 164 |
|
|
2019
Q1 | – | Sell |
-8,139
| Closed | -$404K | – | 223 |
|
|
2018
Q4 | $404K | Sell |
8,139
-35,625
| -81% | -$1.8M | 0.07% | 189 |
|
|
2018
Q3 | $2.14M | Sell |
43,764
-10,017
| -19% | -$488K | 0.37% | 99 |
|
|
2018
Q2 | $2.54M | Sell |
53,781
-38,551
| -42% | -$1.74M | 0.52% | 62 |
|
|
2018
Q1 | $4.18M | Buy |
+92,332
| New | +$4.05M | 0.82% | 36 |
|
|
2017
Q4 | – | Sell |
-9,843
| Closed | -$456K | – | 87 |
|
|
2017
Q3 | $456K | Buy |
9,843
+67
| +0.7% | +$3.16K | 0.24% | 75 |
|
|
2017
Q2 | $452K | Sell |
9,776
-3,697
| -27% | -$171K | 0.17% | 93 |
|
|
2017
Q1 | $603K | Buy |
+13,473
| New | +$584K | 0.27% | 80 |
|
|
2016
Q4 | – | Sell |
-13,508
| Closed | -$567K | – | 93 |
|
|
2016
Q3 | $567K | Buy |
13,508
+3,521
| +35% | +$154K | 0.31% | 79 |
|
|
2016
Q2 | $458K | Sell |
9,987
-759
| -7% | -$31.9K | 0.61% | 28 |
|
|
2016
Q1 | $456K | Buy |
+10,746
| New | +$421K | 0.51% | 47 |
|
|
2015
Q4 | – | Sell |
-17,871
| Closed | -$631K | – | 66 |
|
|
2015
Q3 | $631K | Buy |
+17,871
| New | +$603K | 1.1% | 22 |
|
Other funds holding CMS
Edgestream Partners's CMS Position: Q2 2026 in Review
Edgestream Partners opened a new position in CMS Energy (CMS) in Q2 2026: 4,299 shares worth $329K. The stake represents 0.01% of the portfolio and ranks #852 among its holdings. This is a return to the name: Edgestream Partners previously reported a position in CMS as recently as Q4 2025.
Edgestream Partners first reported a position in CMS in Q3 2015 and has held it in 28 quarters since. The position peaked at $11.4M in Q3 2025. 818 funds tracked by Wall St. Rank hold CMS as of Q2 2026.
- Edgestream Partners held 4,299 shares of CMS Energy worth $329K as of Q2 2026.
- CMS Energy was a new Edgestream Partners position in Q2 2026.
- CMS Energy made up 0.01% of Edgestream Partners's portfolio in Q2 2026, its #852 holding.
- Edgestream Partners first reported a position in CMS Energy in Q3 2015 and has held it in 28 quarters since.
- Edgestream Partners's CMS Energy position peaked at $11.4M in Q3 2025.
- 818 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.
Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.