Holocene Advisors
CMS icon

Holocene Advisors’s CMS Energy CMS Stock Holding History

Holocene Advisors’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 		$5.84M Sell
76,306
-24,963
-25% -$1.87M 0.01% 390
2026
Q1 		$7.86M Buy
101,269
+86,613
+591% +$6.43M 0.02% 338
2025
Q4 		$1.02M Sell
14,656
-91,886
-86% -$6.68M ﹤0.01% 593
2025
Q3 		$7.81M Buy
106,542
+29,811
+39% +$2.14M 0.02% 319
2025
Q2 		$5.32M Buy
+76,731
New +$5.47M 0.01% 367
2024
Q1 		– Sell
-96,471
Closed -$5.6M – 738
2023
Q4 		$5.6M Sell
96,471
-77,745
-45% -$4.34M 0.02% 337
2023
Q3 		$9.25M Buy
174,216
+28,181
+19% +$1.63M 0.04% 286
2023
Q2 		$8.58M Buy
146,035
+46,575
+47% +$2.81M 0.04% 285
2023
Q1 		$6.1M Sell
99,460
-16,761
-14% -$1.03M 0.03% 282
2022
Q4 		$7.36M Sell
116,221
-2,876
-2% -$170K 0.04% 244
2022
Q3 		$6.94M Buy
119,097
+104,493
+716% +$7.03M 0.04% 245
2022
Q2 		$986K Sell
14,604
-107,421
-88% -$7.42M 0.01% 663
2022
Q1 		$8.53M Buy
122,025
+7,487
+7% +$486K 0.04% 221
2021
Q4 		$7.45M Sell
114,538
-18,107
-14% -$1.11M 0.04% 256
2021
Q3 		$7.92M Buy
+132,645
New +$8.28M 0.04% 265
2018
Q4 		– Sell
-17,747
Closed -$870K – 667
2018
Q3 		$870K Buy
17,747
+8,422
+90% +$411K 0.01% 360
2018
Q2 		$441K Sell
9,325
-3,670
-28% -$166K 0.01% 371
2018
Q1 		$589K Buy
+12,995
New +$570K 0.01% 110

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

Holocene Advisors's CMS Position: Q2 2026 in Review

Holocene Advisors reduced its CMS Energy (CMS) stake by 25% in Q2 2026, selling an estimated $1.87M and leaving 76,306 shares worth $5.84M. The position accounts for 0.01% of the portfolio, ranked #390.

Holocene Advisors first reported a position in CMS in Q1 2018 and has held it in 18 quarters since. The position peaked at $9.25M in Q3 2023. 820 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Holocene Advisors held 76,306 shares of CMS Energy worth $5.84M as of Q2 2026.
  • Holocene Advisors sold 24,963 CMS Energy shares in Q2 2026, an estimated $1.87M.
  • CMS Energy made up 0.01% of Holocene Advisors's portfolio in Q2 2026, its #390 holding.
  • Holocene Advisors first reported a position in CMS Energy in Q1 2018 and has held it in 18 quarters since.
  • Holocene Advisors's CMS Energy position peaked at $9.25M in Q3 2023.
  • 820 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Holocene Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.