Greenland Capital Management’s CMS Energy CMS Stock Holding History

Greenland 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	$10.6M	Sell	137,060 -11,620	-8%	-$862K	1.35%	17
2025 Q4	$10.4M	Sell	148,680 -28,553	-16%	-$2.08M	1.1%	15
2025 Q3	$13M	Buy	177,233 +140,486	+382%	+$10.1M	1.3%	7
2025 Q2	$2.55M	Sell	36,747 -46,733	-56%	-$3.33M	0.26%	106
2025 Q1	$6.27M	Buy	+83,480	New	+$5.83M	0.75%	27
2024 Q4	–	Sell	-142,490	Closed	-$10.1M	–	368
2024 Q3	$10.1M	Sell	142,490 -109,130	-43%	-$7.16M	1.25%	17
2024 Q2	$15M	Buy	251,620 +38,327	+18%	+$2.32M	2.21%	7
2024 Q1	$12.9M	Sell	213,293 -8,470	-4%	-$491K	1.43%	12
2023 Q4	$12.9M	Buy	221,763 +136,383	+160%	+$7.62M	1.2%	14
2023 Q3	$4.53M	Sell	85,380 -185,094	-68%	-$10.7M	0.44%	77
2023 Q2	$15.9M	Buy	+270,474	New	+$16.3M	1.74%	3
2023 Q1	–	Sell	-39,429	Closed	-$2.5M	–	320
2022 Q4	$2.5M	Buy	+39,429	New	+$2.33M	0.39%	81

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

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

Greenland Capital Management reduced its CMS Energy (CMS) stake by 7.8% in Q1 2026, selling an estimated $862K and leaving 137,060 shares worth $10.6M. The position accounts for 1.35% of the portfolio, ranked #17.

Greenland Capital Management first reported a position in CMS in Q4 2022 and has held it in 12 quarters since. The position peaked at $15.9M in Q2 2023. 800 funds tracked by Wall St. Rank hold CMS as of Q1 2026.

Greenland Capital Management held 137,060 shares of CMS Energy worth $10.6M as of Q1 2026.
Greenland Capital Management sold 11,620 CMS Energy shares in Q1 2026, an estimated $862K.
CMS Energy made up 1.35% of Greenland Capital Management's portfolio in Q1 2026, its #17 holding.
Greenland Capital Management first reported a position in CMS Energy in Q4 2022 and has held it in 12 quarters since.
Greenland Capital Management's CMS Energy position peaked at $15.9M in Q2 2023.
800 funds tracked by Wall St. Rank held CMS Energy as of Q1 2026.

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