Horizon Investments’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $910K | Buy |
11,816
+246
| +2% | +$18.3K | 0.01% | 679 |
|
|
2025
Q4 | $809K | Buy |
11,570
+157
| +1% | +$11.4K | 0.01% | 690 |
|
|
2025
Q3 | $830K | Buy |
11,413
+564
| +5% | +$40.5K | 0.01% | 665 |
|
|
2025
Q2 | $746K | Buy |
10,849
+6,500
| +149% | +$463K | 0.01% | 645 |
|
|
2025
Q1 | $324K | Buy |
4,349
+210
| +5% | +$14.7K | 0.01% | 449 |
|
|
2024
Q4 | $276K | Buy |
4,139
+85
| +2% | +$5.85K | 0.01% | 478 |
|
|
2024
Q3 | $284K | Sell |
4,054
-322
| -7% | -$21.1K | 0.01% | 468 |
|
|
2024
Q2 | $258K | Sell |
4,376
-395
| -8% | -$23.9K | 0.01% | 489 |
|
|
2024
Q1 | $286K | Buy |
4,771
+598
| +14% | +$34.7K | 0.01% | 466 |
|
|
2023
Q4 | $240K | Buy |
4,173
+53
| +1% | +$2.96K | 0.01% | 482 |
|
|
2023
Q3 | $217K | Buy |
4,120
+53
| +1% | +$3.07K | 0.01% | 493 |
|
|
2023
Q2 | $237K | Buy |
4,067
+376
| +10% | +$22.7K | 0.01% | 478 |
|
|
2023
Q1 | $225K | Buy |
3,691
+313
| +9% | +$19.2K | 0.01% | 482 |
|
|
2022
Q4 | $212K | Buy |
+3,378
| New | +$200K | 0.01% | 519 |
|
|
2022
Q3 | – | Sell |
-5,988
| Closed | -$401K | – | 488 |
|
|
2022
Q2 | $401K | Sell |
5,988
-849
| -12% | -$58.6K | 0.01% | 326 |
|
|
2022
Q1 | $475K | Buy |
6,837
+1,041
| +18% | +$67.5K | 0.01% | 357 |
|
|
2021
Q4 | $374K | Buy |
5,796
+1,765
| +44% | +$108K | 0.01% | 376 |
|
|
2021
Q3 | $239K | Sell |
4,031
-1,050
| -21% | -$65.5K | 0.01% | 437 |
|
|
2021
Q2 | $298K | Buy |
+5,081
| New | +$316K | 0.01% | 397 |
|
|
2020
Q4 | – | Sell |
-8,967
| Closed | -$547K | – | 139 |
|
|
2020
Q3 | $547K | Sell |
8,967
-7,534
| -46% | -$461K | 0.02% | 267 |
|
|
2020
Q2 | $958K | Buy |
+16,501
| New | +$955K | 0.02% | 250 |
|
|
2020
Q1 | – | Sell |
-4,288
| Closed | -$269K | – | 327 |
|
|
2019
Q4 | $269K | Buy |
+4,288
| New | +$267K | 0.01% | 438 |
|
|
2019
Q3 | – | Sell |
-4,596
| Closed | -$266K | – | 433 |
|
|
2019
Q2 | $266K | Sell |
4,596
-22,688
| -83% | -$1.27M | 0.01% | 438 |
|
|
2019
Q1 | $1.5M | Buy |
27,284
+2,267
| +9% | +$120K | 0.05% | 152 |
|
|
2018
Q4 | $1.24M | Buy |
25,017
+1,751
| +8% | +$88.5K | 0.06% | 138 |
|
|
2018
Q3 | $1.13M | Buy |
23,266
+3,246
| +16% | +$158K | 0.04% | 135 |
|
|
2018
Q2 | $940K | Sell |
20,020
-7,102
| -26% | -$321K | 0.04% | 143 |
|
|
2018
Q1 | $1.23M | Buy |
27,122
+11,457
| +73% | +$503K | 0.05% | 106 |
|
|
2017
Q4 | $713K | Buy |
15,665
+2,125
| +16% | +$103K | 0.04% | 125 |
|
|
2017
Q3 | $617K | Buy |
13,540
+206
| +2% | +$9.72K | 0.04% | 118 |
|
|
2017
Q2 | $607K | Buy |
+13,334
| New | +$616K | 0.04% | 111 |
|
|
2016
Q4 | – | Sell |
-16,110
| Closed | -$677K | – | 163 |
|
|
2016
Q3 | $677K | Buy |
+16,110
| New | +$703K | 0.05% | 66 |
|
Other funds holding CMS
VCM
VPM
Horizon Investments's CMS Position: Q1 2026 in Review
Horizon Investments increased its CMS Energy (CMS) stake by 2.1% in Q1 2026, buying an estimated $18.3K and bringing the position to 11,816 shares worth $910K. The position accounts for 0.01% of the portfolio, ranked #679.
Horizon Investments first reported a position in CMS in Q3 2016 and has held it in 32 quarters since. The position peaked at $1.5M in Q1 2019. 801 funds tracked by Wall St. Rank hold CMS as of Q1 2026.
- Horizon Investments held 11,816 shares of CMS Energy worth $910K as of Q1 2026.
- Horizon Investments bought 246 CMS Energy shares in Q1 2026, an estimated $18.3K.
- CMS Energy made up 0.01% of Horizon Investments's portfolio in Q1 2026, its #679 holding.
- Horizon Investments first reported a position in CMS Energy in Q3 2016 and has held it in 32 quarters since.
- Horizon Investments's CMS Energy position peaked at $1.5M in Q1 2019.
- 801 funds tracked by Wall St. Rank held CMS Energy as of Q1 2026.
Based on Horizon Investments's 13F filing for Q1 2026, filed 15 May 2026.