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Gateway Investment Advisers’s CMS Energy CMS Stock Holding History

Gateway Investment Advisers’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 		$1.41M Sell
18,485
-12,876
-41% -$965K 0.01% 359
2026
Q1 		$2.43M Buy
31,361
+6,858
+28% +$509K 0.03% 223
2025
Q4 		$1.71M Buy
24,503
+3,941
+19% +$287K 0.02% 312
2025
Q3 		$1.51M Buy
20,562
+340
+2% +$24.4K 0.01% 300
2025
Q2 		$1.4M Hold
20,222
– – 0.02% 287
2025
Q1 		$1.52M Sell
20,222
-5,903
-23% -$412K 0.02% 286
2024
Q4 		$1.74M Sell
26,125
-5
-0% -$344 0.02% 268
2024
Q3 		$1.85M Sell
26,130
-178
-0.7% -$11.7K 0.02% 265
2024
Q2 		$1.57M Hold
26,308
– – 0.02% 276
2024
Q1 		$1.59M Buy
26,308
+2,495
+10% +$145K 0.02% 288
2023
Q4 		$1.38M Buy
23,813
+5,726
+32% +$320K 0.02% 293
2023
Q3 		$961K Buy
18,087
+2
+0% +$116 0.01% 314
2023
Q2 		$1.06M Sell
18,085
-338
-2% -$20.4K 0.01% 312
2023
Q1 		$1.13M Buy
+18,423
New +$1.13M 0.01% 322
2022
Q3 		– Sell
-3,270
Closed -$221K – 516
2022
Q2 		$221K Buy
+3,270
New +$226K ﹤0.01% 519
2021
Q4 		– Sell
-3,433
Closed -$205K – 532
2021
Q3 		$205K Sell
3,433
-492
-13% -$30.7K ﹤0.01% 519
2021
Q2 		$232K Sell
3,925
-501
-11% -$31.2K ﹤0.01% 517
2021
Q1 		$271K Sell
4,426
-7
-0.2% -$402 ﹤0.01% 494
2020
Q4 		$270K Sell
4,433
-115
-3% -$7.19K ﹤0.01% 488
2020
Q3 		$279K Sell
4,548
-40
-0.9% -$2.45K ﹤0.01% 456
2020
Q2 		$268K Sell
4,588
-634
-12% -$36.7K ﹤0.01% 476
2020
Q1 		$307K Buy
+5,222
New +$334K ﹤0.01% 451
2019
Q3 		– Sell
-13,315
Closed -$771K – 584
2019
Q2 		$771K Buy
13,315
+2,264
+20% +$127K 0.01% 490
2019
Q1 		$614K Sell
11,051
-919
-8% -$48.4K 0.01% 529
2018
Q4 		$594K Sell
11,970
-164
-1% -$8.29K 0.01% 525
2018
Q3 		$595K Buy
12,134
+818
+7% +$39.9K 0.01% 547
2018
Q2 		$535K Sell
11,316
-1,306
-10% -$59K ﹤0.01% 569
2018
Q1 		$572K Sell
12,622
-1,951
-13% -$85.6K 0.01% 580
2017
Q4 		$689K Sell
14,573
-1,625
-10% -$78.7K 0.01% 562
2017
Q3 		$750K Sell
16,198
-726
-4% -$34.3K 0.01% 559
2017
Q2 		$783K Buy
16,924
+62
+0.4% +$2.87K 0.01% 529
2017
Q1 		$754K Sell
16,862
-1,717
-9% -$74.4K 0.01% 523
2016
Q4 		$773K Buy
18,579
+21
+0.1% +$859 0.01% 524
2016
Q3 		$780K Buy
18,558
+25
+0.1% +$1.09K 0.01% 522
2016
Q2 		$850K Sell
18,533
-673
-4% -$28.3K 0.01% 509
2016
Q1 		$815K Sell
19,206
-9,699
-34% -$380K 0.01% 506
2015
Q4 		$1.04M Buy
28,905
+237
+0.8% +$8.45K 0.01% 514
2015
Q3 		$1.01M Sell
28,668
-2,041
-7% -$68.8K 0.01% 516
2015
Q2 		$978K Sell
30,709
-689
-2% -$23.1K 0.01% 550
2015
Q1 		$1.1M Sell
31,398
-288
-0.9% -$10.2K 0.01% 524
2014
Q4 		$1.1M Sell
31,686
-668
-2% -$21.8K 0.01% 522
2014
Q3 		$960K Buy
32,354
+400
+1% +$11.9K 0.01% 564
2014
Q2 		$995K Buy
31,954
+4,340
+16% +$129K 0.01% 561
2014
Q1 		$809K Sell
27,614
-333
-1% -$9.23K 0.01% 565
2013
Q4 		$748K Sell
27,947
-250
-0.9% -$6.73K 0.01% 570
2013
Q3 		$742K Buy
28,197
+2,162
+8% +$58.7K 0.01% 559
2013
Q2 		$707K Buy
+26,035
New +$731K 0.01% 541

Other funds holding CMS

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
MCM
Mattern Capital Management Lakewood, Colorado $857M AUM 4.87% 1-Year Est. Return
LA
LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return

Gateway Investment Advisers's CMS Position: Q2 2026 in Review

Gateway Investment Advisers reduced its CMS Energy (CMS) stake by 41% in Q2 2026, selling an estimated $965K and leaving 18,485 shares worth $1.41M. The position accounts for 0.01% of the portfolio, ranked #359.

Gateway Investment Advisers first reported a position in CMS in Q2 2013 and has held it in 47 quarters since. The position peaked at $2.43M in Q1 2026. 191 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Gateway Investment Advisers held 18,485 shares of CMS Energy worth $1.41M as of Q2 2026.
  • Gateway Investment Advisers sold 12,876 CMS Energy shares in Q2 2026, an estimated $965K.
  • CMS Energy made up 0.01% of Gateway Investment Advisers's portfolio in Q2 2026, its #359 holding.
  • Gateway Investment Advisers first reported a position in CMS Energy in Q2 2013 and has held it in 47 quarters since.
  • Gateway Investment Advisers's CMS Energy position peaked at $2.43M in Q1 2026.
  • 191 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Gateway Investment Advisers's 13F filing for Q2 2026, filed 20 Jul 2026.