InceptionR’s CMS Energy CMS Stock Holding History

InceptionR’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	–	Sell	-11,760	Closed	-$822K	–	684
2025 Q4	$822K	Buy	+11,760	New	+$855K	0.23%	160
2025 Q1	–	Sell	-17,876	Closed	-$1.19M	–	587
2024 Q4	$1.19M	Buy	+17,876	New	+$1.23M	0.27%	122
2024 Q1	–	Sell	-5,291	Closed	-$307K	–	600
2023 Q4	$307K	Buy	+5,291	New	+$295K	0.22%	218
2023 Q2	–	Sell	-16,331	Closed	-$1M	–	444
2023 Q1	$1M	Sell	16,331 -4,773	-23%	-$293K	0.32%	107
2022 Q4	$1.34M	Buy	+21,104	New	+$1.25M	0.7%	5

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

InceptionR's CMS Position: Q1 2026 in Review

InceptionR sold out of CMS Energy (CMS) in Q1 2026, closing a stake of 11,760 shares — an estimated $822K sold.

InceptionR first reported a position in CMS in Q4 2022 and held it in 5 quarters. The position peaked at $1.34M in Q4 2022. 799 funds tracked by Wall St. Rank hold CMS as of Q1 2026.

InceptionR reported no remaining CMS Energy position as of Q1 2026 after selling out during the quarter.
InceptionR sold 11,760 CMS Energy shares in Q1 2026, an estimated $822K.
InceptionR first reported a position in CMS Energy in Q4 2022 and held it in 5 quarters.
InceptionR's CMS Energy position peaked at $1.34M in Q4 2022.
799 funds tracked by Wall St. Rank held CMS Energy as of Q1 2026.

Based on InceptionR's 13F filing for Q1 2026, filed 14 May 2026.