Graham Capital Management’s CMS Energy CMS Stock Holding History

Graham Capital 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 Q1	$2.96M	Sell	38,184 -80,564	-68%	-$5.98M	0.07%	203
2025 Q4	$8.3M	Sell	118,748 -11,528	-9%	-$838K	0.2%	75
2025 Q3	$9.54M	Sell	130,276 -13,732	-10%	-$986K	0.15%	68
2025 Q2	$9.98M	Buy	144,008 +3,339	+2%	+$238K	0.15%	71
2025 Q1	$10.6M	Buy	140,669 +60,978	+77%	+$4.26M	0.18%	54
2024 Q4	$5.31M	Buy	79,691 +32,611	+69%	+$2.24M	0.08%	115
2024 Q3	$3.33M	Sell	47,080 -173,949	-79%	-$11.4M	0.06%	175
2024 Q2	$13.2M	Buy	+221,029	New	+$13.4M	0.29%	43
2022 Q2	–	Sell	-10,154	Closed	-$710K	–	1037
2022 Q1	$710K	Buy	+10,154	New	+$659K	0.02%	431

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

Graham Capital Management's CMS Position: Q1 2026 in Review

Graham Capital Management reduced its CMS Energy (CMS) stake by 68% in Q1 2026, selling an estimated $5.98M and leaving 38,184 shares worth $2.96M. The position accounts for 0.07% of the portfolio, ranked #203.

Graham Capital Management first reported a position in CMS in Q1 2022 and has held it in 9 quarters since. The position peaked at $13.2M in Q2 2024. 799 funds tracked by Wall St. Rank hold CMS as of Q1 2026.

Graham Capital Management held 38,184 shares of CMS Energy worth $2.96M as of Q1 2026.
Graham Capital Management sold 80,564 CMS Energy shares in Q1 2026, an estimated $5.98M.
CMS Energy made up 0.07% of Graham Capital Management's portfolio in Q1 2026, its #203 holding.
Graham Capital Management first reported a position in CMS Energy in Q1 2022 and has held it in 9 quarters since.
Graham Capital Management's CMS Energy position peaked at $13.2M in Q2 2024.
799 funds tracked by Wall St. Rank held CMS Energy as of Q1 2026.

Based on Graham Capital Management's 13F filing for Q1 2026, filed 15 May 2026.