First Manhattan’s CMS Energy CMS Stock Holding History

First Manhattan’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	$1.71M	Sell	22,073 -1,551	-7%	-$115K	﹤0.01%	366
2025 Q4	$1.65M	Sell	23,624 -690	-3%	-$50.2K	﹤0.01%	366
2025 Q3	$1.78M	Sell	24,314 -686	-3%	-$49.3K	﹤0.01%	352
2025 Q2	$1.73M	Sell	25,000 -344	-1%	-$24.5K	﹤0.01%	343
2025 Q1	$1.9M	Sell	25,344 -1,055	-4%	-$73.7K	0.01%	312
2024 Q4	$1.76M	Sell	26,399 -1,050	-4%	-$72.2K	0.01%	318
2024 Q3	$1.94M	Hold	27,449	–	–	0.01%	294
2024 Q2	$1.63M	Buy	27,449 +4,200	+18%	+$254K	0.01%	310
2024 Q1	$1.4M	Sell	23,249 -5,200	-18%	-$301K	﹤0.01%	341
2023 Q4	$1.65M	Hold	28,449	–	–	0.01%	319
2023 Q3	$1.51M	Hold	28,449	–	–	0.01%	341
2023 Q2	$1.67M	Hold	28,449	–	–	0.01%	327
2023 Q1	$1.75M	Sell	28,449 -82	-0.3%	-$5.04K	0.01%	340
2022 Q4	$1.81M	Buy	28,531 +82	+0.3%	+$4.85K	0.01%	348
2022 Q3	$1.66M	Hold	28,449	–	–	0.01%	343
2022 Q2	$1.92M	Hold	28,449	–	–	0.01%	338
2022 Q1	$1.99M	Sell	28,449 -133	-0.5%	-$8.63K	0.01%	366
2021 Q4	$1.86M	Sell	28,582 -200	-0.7%	-$12.3K	0.01%	356
2021 Q3	$1.72M	Hold	28,782	–	–	0.01%	357
2021 Q2	$1.7M	Sell	28,782 -1,500	-5%	-$93.3K	0.01%	354
2021 Q1	$1.85M	Sell	30,282 -450	-1%	-$25.9K	0.01%	332
2020 Q4	$1.87M	Sell	30,732 -16,100	-34%	-$1.01M	0.01%	323
2020 Q3	$2.88M	Sell	46,832 -150	-0.3%	-$9.18K	0.01%	263
2020 Q2	$2.74M	Sell	46,982 -23,900	-34%	-$1.38M	0.02%	277
2020 Q1	$4.16M	Sell	70,882 -1,650	-2%	-$106K	0.03%	227
2019 Q4	$4.56M	Sell	72,532 -10,996	-13%	-$685K	0.02%	247
2019 Q3	$5.34M	Sell	83,528 -94	-0.1%	-$5.71K	0.03%	223
2019 Q2	$4.84M	Hold	83,622	–	–	0.03%	232
2019 Q1	$4.64M	Sell	83,622 -3,404	-4%	-$179K	0.03%	239
2018 Q4	$4.32M	Sell	87,026 -45,300	-34%	-$2.29M	0.03%	246
2018 Q3	$6.48M	Sell	132,326 -1,500	-1%	-$73.1K	0.03%	235
2018 Q2	$6.33M	Hold	133,826	–	–	0.04%	233
2018 Q1	$6.06M	Hold	133,826	–	–	0.03%	230
2017 Q4	$6.33M	Sell	133,826 -3,000	-2%	-$145K	0.03%	236
2017 Q3	$6.34M	Hold	136,826	–	–	0.04%	225
2017 Q2	$6.33M	Buy	136,826 +37,580	+38%	+$1.74M	0.04%	223
2017 Q1	$4.44M	Sell	99,246 -1,200	-1%	-$52K	0.03%	258
2016 Q4	$4.18M	Hold	100,446	–	–	0.03%	256
2016 Q3	$4.22M	Hold	100,446	–	–	0.03%	260
2016 Q2	$4.61M	Hold	100,446	–	–	0.03%	254
2016 Q1	$4.26M	Sell	100,446 -632	-0.6%	-$24.8K	0.03%	253
2015 Q4	$3.65M	Sell	101,078 -1,068	-1%	-$38.1K	0.02%	281
2015 Q3	$3.61M	Sell	102,146 -1,334	-1%	-$45K	0.02%	270
2015 Q2	$3.29M	Hold	103,480	–	–	0.02%	296
2015 Q1	$3.61M	Sell	103,480 -850	-0.8%	-$30.2K	0.02%	289
2014 Q4	$3.63M	Sell	104,330 -1,600	-2%	-$52.3K	0.02%	292
2014 Q3	$3.14M	Sell	105,930 -3,500	-3%	-$104K	0.02%	302
2014 Q2	$3.41M	Sell	109,430 -5,100	-4%	-$152K	0.02%	289
2014 Q1	$3.35M	Sell	114,530 -800	-0.7%	-$22.2K	0.02%	288
2013 Q4	$3.09M	Hold	115,330	–	–	0.02%	293
2013 Q3	$3.04M	Hold	115,330	–	–	0.02%	284
2013 Q2	$3.26M	Buy	+115,330	New	+$3.24M	0.02%	273

Other funds holding CMS

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

First Manhattan's CMS Position: Q1 2026 in Review

First Manhattan reduced its CMS Energy (CMS) stake by 6.6% in Q1 2026, selling an estimated $115K and leaving 22,073 shares worth $1.71M. The position accounts for ﹤0.01% of the portfolio, ranked #366.

First Manhattan first reported a position in CMS in Q2 2013 and has held it in 52 quarters since. The position peaked at $6.48M in Q3 2018. 799 funds tracked by Wall St. Rank hold CMS as of Q1 2026.

First Manhattan held 22,073 shares of CMS Energy worth $1.71M as of Q1 2026.
First Manhattan sold 1,551 CMS Energy shares in Q1 2026, an estimated $115K.
CMS Energy made up ﹤0.01% of First Manhattan's portfolio in Q1 2026, its #366 holding.
First Manhattan first reported a position in CMS Energy in Q2 2013 and has held it in 52 quarters since.
First Manhattan's CMS Energy position peaked at $6.48M in Q3 2018.
799 funds tracked by Wall St. Rank held CMS Energy as of Q1 2026.

Based on First Manhattan's 13F filing for Q1 2026, filed 15 May 2026.