Eric Mandelblatt’s CMS Energy CMS Stock Holding History

Eric Mandelblatt’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	$81M	Hold	1,058,781	–	–	0.17%	25
2026 Q1	$82.1M	Hold	1,058,781	–	–	0.16%	29
2025 Q4	$77.6M	Sell	1,058,781 -527,963	-33%	-$38.4M	0.54%	28
2025 Q3	$116M	Buy	1,586,744 +151,574	+11%	+$10.9M	0.88%	26
2025 Q2	$99.4M	Buy	1,435,170 +980,733	+216%	+$69.9M	0.97%	23
2025 Q1	$34.1M	Buy	+454,437	New	+$31.7M	0.48%	24
2024 Q4	–	Sell	-192,695	Closed	-$13.6M	–	25
2024 Q3	$13.6M	Sell	192,695 -1,250,508	-87%	-$82.1M	0.19%	24
2024 Q2	$85.9M	Buy	1,443,203 +561,901	+64%	+$34M	1.26%	19
2024 Q1	$53.2M	Buy	881,302 +453,500	+106%	+$26.3M	0.8%	18
2023 Q4	$24.8M	Buy	+427,802	New	+$23.9M	0.31%	27

Other funds holding CMS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Eric Mandelblatt's CMS Position: Q2 2026 in Review

Eric Mandelblatt held its CMS Energy (CMS) position steady in Q2 2026 at 1,058,781 shares worth $81M. The position accounts for 0.17% of the portfolio, ranked #25.

Eric Mandelblatt first reported a position in CMS in Q4 2023 and has held it in 10 quarters since. The position peaked at $116M in Q3 2025. 816 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

Eric Mandelblatt held 1,058,781 shares of CMS Energy worth $81M as of Q2 2026.
Eric Mandelblatt left its CMS Energy share count unchanged in Q2 2026.
CMS Energy made up 0.17% of Eric Mandelblatt's portfolio in Q2 2026, its #25 holding.
Eric Mandelblatt first reported a position in CMS Energy in Q4 2023 and has held it in 10 quarters since.
Eric Mandelblatt's CMS Energy position peaked at $116M in Q3 2025.
816 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Soroban Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.