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Empirical Finance’s CMS Energy CMS Stock Holding History

Empirical Finance’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 		$780K Sell
10,057
-5
-0% -$371 0.04% 343
2025
Q4 		$704K Sell
10,062
-427
-4% -$31.1K 0.03% 351
2025
Q3 		$768K Buy
10,489
+104
+1% +$7.47K 0.04% 358
2025
Q2 		$719K Buy
10,385
+69
+0.7% +$4.92K 0.04% 369
2025
Q1 		$775K Buy
10,316
+385
+4% +$26.9K 0.05% 324
2024
Q4 		$662K Sell
9,931
-117
-1% -$8.05K 0.04% 348
2024
Q3 		$710K Buy
10,048
+217
+2% +$14.2K 0.04% 342
2024
Q2 		$585K Sell
9,831
-657
-6% -$39.8K 0.04% 369
2024
Q1 		$633K Buy
10,488
+354
+3% +$20.5K 0.04% 369
2023
Q4 		$588K Buy
10,134
+77
+0.8% +$4.3K 0.04% 365
2023
Q3 		$534K Buy
10,057
+973
+11% +$56.4K 0.04% 363
2023
Q2 		$534K Buy
9,084
+1,078
+13% +$65K 0.04% 346
2023
Q1 		$491K Buy
8,006
+405
+5% +$24.9K 0.05% 357
2022
Q4 		$481K Buy
7,601
+581
+8% +$34.3K 0.05% 336
2022
Q3 		$409K Buy
7,020
+1,156
+20% +$77.8K 0.05% 328
2022
Q2 		$396K Buy
5,864
+318
+6% +$22K 0.05% 331
2022
Q1 		$388K Buy
5,546
+622
+13% +$40.3K 0.04% 365
2021
Q4 		$320K Buy
4,924
+1,336
+37% +$82K 0.04% 396
2021
Q3 		$214K Buy
+3,588
New +$224K 0.03% 406
2017
Q1 		– Sell
-118
Closed -$5K – 182
2016
Q4 		$5K Buy
+118
New +$4.82K ﹤0.01% 524

Other funds holding CMS

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Empirical Finance's CMS Position: Q1 2026 in Review

Empirical Finance reduced its CMS Energy (CMS) stake by 0.05% in Q1 2026, selling an estimated $371 and leaving 10,057 shares worth $780K. The position accounts for 0.04% of the portfolio, ranked #343.

Empirical Finance first reported a position in CMS in Q4 2016 and has held it in 20 quarters since. 799 funds tracked by Wall St. Rank hold CMS as of Q1 2026.

  • Empirical Finance held 10,057 shares of CMS Energy worth $780K as of Q1 2026.
  • Empirical Finance sold 5 CMS Energy shares in Q1 2026, an estimated $371.
  • CMS Energy made up 0.04% of Empirical Finance's portfolio in Q1 2026, its #343 holding.
  • Empirical Finance first reported a position in CMS Energy in Q4 2016 and has held it in 20 quarters since.
  • 799 funds tracked by Wall St. Rank held CMS Energy as of Q1 2026.

Based on Empirical Finance's 13F filing for Q1 2026, filed 14 May 2026.