GCM
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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
Q2 		$4.45M Buy
58,222
+20,038
+52% +$1.5M 0.08% 188
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
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

Graham Capital Management's CMS Position: Q2 2026 in Review

Graham Capital Management increased its CMS Energy (CMS) stake by 52% in Q2 2026, buying an estimated $1.5M and bringing the position to 58,222 shares worth $4.45M. The position accounts for 0.08% of the portfolio, ranked #188.

Graham Capital Management first reported a position in CMS in Q1 2022 and has held it in 10 quarters since. The position peaked at $13.2M in Q2 2024. 820 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Graham Capital Management held 58,222 shares of CMS Energy worth $4.45M as of Q2 2026.
  • Graham Capital Management bought 20,038 CMS Energy shares in Q2 2026, an estimated $1.5M.
  • CMS Energy made up 0.08% of Graham Capital Management's portfolio in Q2 2026, its #188 holding.
  • Graham Capital Management first reported a position in CMS Energy in Q1 2022 and has held it in 10 quarters since.
  • Graham Capital Management's CMS Energy position peaked at $13.2M in Q2 2024.
  • 820 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

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