JFG
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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
-51,700
Closed -$3.62M – 1807
2025
Q4 		$3.62M Buy
+51,700
New +$3.76M 0.02% 578
2024
Q4 		– Sell
-38,500
Closed -$2.72M – 1623
2024
Q3 		$2.72M Buy
+38,500
New +$2.53M 0.02% 489
2024
Q1 		– Sell
-50,100
Closed -$2.91M – 1663
2023
Q4 		$2.91M Buy
50,100
+3,500
+8% +$195K 0.02% 571
2023
Q3 		$2.47M Buy
+46,600
New +$2.7M 0.02% 557

Other funds holding CMS

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Invesco
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.