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Gotham Asset Management’s CMS Energy CMS Stock Holding History

Gotham Asset Management’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 		$11.6M Buy
151,316
+67,008
+79% +$5.02M 0.03% 755
2026
Q1 		$6.54M Buy
84,308
+47,825
+131% +$3.55M 0.02% 799
2025
Q4 		$2.55M Sell
36,483
-15,205
-29% -$1.11M 0.01% 974
2025
Q3 		$3.79M Buy
51,688
+11,154
+28% +$801K 0.02% 848
2025
Q2 		$2.81M Buy
40,534
+28,341
+232% +$2.02M 0.02% 824
2025
Q1 		$916K Buy
12,193
+2,239
+22% +$156K 0.01% 1032
2024
Q4 		$663K Sell
9,954
-12,937
-57% -$890K 0.01% 1035
2024
Q3 		$1.62M Buy
22,891
+10,884
+91% +$714K 0.02% 790
2024
Q2 		$715K Buy
+12,007
New +$727K 0.01% 977
2022
Q1 		– Sell
-27,084
Closed -$1.76M – 1143
2021
Q4 		$1.76M Buy
+27,084
New +$1.66M 0.06% 385
2021
Q3 		– Sell
-10,341
Closed -$611K – 1041
2021
Q2 		$611K Buy
+10,341
New +$643K 0.03% 625
2020
Q3 		– Sell
-6,259
Closed -$366K – 1044
2020
Q2 		$366K Buy
+6,259
New +$362K 0.01% 819
2020
Q1 		– Sell
-57,745
Closed -$3.63M – 1093
2019
Q4 		$3.63M Sell
57,745
-19,940
-26% -$1.24M 0.07% 326
2019
Q3 		$4.97M Buy
+77,685
New +$4.72M 0.09% 282
2018
Q4 		– Sell
-63,212
Closed -$3.1M – 996
2018
Q3 		$3.1M Buy
63,212
+4,307
+7% +$210K 0.04% 432
2018
Q2 		$2.79M Buy
+58,905
New +$2.66M 0.04% 429
2017
Q4 		– Sell
-24,760
Closed -$1.15M – 949
2017
Q3 		$1.15M Sell
24,760
-1,349
-5% -$63.7K 0.02% 589
2017
Q2 		$1.21M Buy
+26,109
New +$1.21M 0.02% 610
2016
Q4 		– Sell
-10,514
Closed -$442K – 959
2016
Q3 		$442K Buy
+10,514
New +$459K 0.01% 733
2015
Q4 		– Sell
-175,934
Closed -$6.21M – 879
2015
Q3 		$6.21M Buy
175,934
+127,223
+261% +$4.29M 0.06% 393
2015
Q2 		$1.55M Buy
+48,711
New +$1.64M 0.01% 573

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

Gotham Asset Management's CMS Position: Q2 2026 in Review

Gotham Asset Management increased its CMS Energy (CMS) stake by 79% in Q2 2026, buying an estimated $5.02M and bringing the position to 151,316 shares worth $11.6M. The position accounts for 0.03% of the portfolio, ranked #755.

Gotham Asset Management first reported a position in CMS in Q2 2015 and has held it in 21 quarters since. 820 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Gotham Asset Management held 151,316 shares of CMS Energy worth $11.6M as of Q2 2026.
  • Gotham Asset Management bought 67,008 CMS Energy shares in Q2 2026, an estimated $5.02M.
  • CMS Energy made up 0.03% of Gotham Asset Management's portfolio in Q2 2026, its #755 holding.
  • Gotham Asset Management first reported a position in CMS Energy in Q2 2015 and has held it in 21 quarters since.
  • 820 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Gotham Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.