Jefferies Financial Group’s CMS Energy CMS Stock Holding History

Jefferies Financial Group’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	-1,668	Closed	-$117K	–	1808
2025 Q4	$117K	Buy	+1,668	New	+$121K	﹤0.01%	1688
2024 Q4	–	Sell	-38,099	Closed	-$2.69M	–	1624
2024 Q3	$2.69M	Buy	38,099 +31,417	+470%	+$2.06M	0.02%	493
2024 Q2	$398K	Sell	6,682 -34,209	-84%	-$2.07M	﹤0.01%	1029
2024 Q1	$2.47M	Sell	40,891 -66,426	-62%	-$3.85M	0.02%	523
2023 Q4	$6.23M	Sell	107,317 -6,015	-5%	-$336K	0.04%	334
2023 Q3	$6.02M	Buy	113,332 +96,423	+570%	+$5.58M	0.05%	291
2023 Q2	$993K	Buy	+16,909	New	+$1.02M	0.01%	915

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

Jefferies Financial Group's CMS Position: Q1 2026 in Review

Jefferies Financial Group sold out of CMS Energy (CMS) in Q1 2026, closing a stake of 1,668 shares — an estimated $117K sold.

Jefferies Financial Group first reported a position in CMS in Q2 2023 and held it in 7 quarters. The position peaked at $6.23M in Q4 2023. 799 funds tracked by Wall St. Rank hold CMS as of Q1 2026.

Jefferies Financial Group reported no remaining CMS Energy position as of Q1 2026 after selling out during the quarter.
Jefferies Financial Group sold 1,668 CMS Energy shares in Q1 2026, an estimated $117K.
Jefferies Financial Group first reported a position in CMS Energy in Q2 2023 and held it in 7 quarters.
Jefferies Financial Group's CMS Energy position peaked at $6.23M in Q4 2023.
799 funds tracked by Wall St. Rank held CMS Energy as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.