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Elequin Capital’s CMS Energy CMS Stock Holding History

Elequin Capital’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 		$689 Sell
9
-129
-93% -$9.67K ﹤0.01% 595
2026
Q1 		$10.7K Sell
138
-121
-47% -$8.98K ﹤0.01% 316
2025
Q4 		$18.1K Buy
+259
New +$18.8K ﹤0.01% 194
2025
Q1 		– Sell
-208
Closed -$13.9K – 383
2024
Q4 		$13.9K Sell
208
-49
-19% -$3.37K ﹤0.01% 296
2024
Q3 		$18.2K Buy
+257
New +$16.9K ﹤0.01% 186
2024
Q2 		– Sell
-181
Closed -$10.9K – 221
2024
Q1 		$10.9K Buy
+181
New +$10.5K ﹤0.01% 91
2023
Q3 		– Sell
-72
Closed -$4.23K – 440
2023
Q2 		$4.23K Buy
+72
New +$4.34K ﹤0.01% 389

Other funds holding CMS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Elequin Capital's CMS Position: Q2 2026 in Review

Elequin Capital reduced its CMS Energy (CMS) stake by 93% in Q2 2026, selling an estimated $9.67K and leaving 9 shares worth $689. The position accounts for ﹤0.01% of the portfolio, ranked #595.

Elequin Capital first reported a position in CMS in Q2 2023 and has held it in 7 quarters since. The position peaked at $18.2K in Q3 2024. 820 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Elequin Capital held 9 shares of CMS Energy worth $689 as of Q2 2026.
  • Elequin Capital sold 129 CMS Energy shares in Q2 2026, an estimated $9.67K.
  • CMS Energy made up ﹤0.01% of Elequin Capital's portfolio in Q2 2026, its #595 holding.
  • Elequin Capital first reported a position in CMS Energy in Q2 2023 and has held it in 7 quarters since.
  • Elequin Capital's CMS Energy position peaked at $18.2K in Q3 2024.
  • 820 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Elequin Capital's 13F filing for Q2 2026, filed 13 Aug 2026.