Jim Simons’s CMS Energy CMS Stock Holding History

Jim Simons’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	-113,500	Closed	-$7.94M	–	3313
2025 Q4	$7.94M	Sell	113,500 -365,300	-76%	-$26.6M	0.01%	1039
2025 Q3	$35.1M	Buy	478,800 +58,500	+14%	+$4.2M	0.05%	477
2025 Q2	$29.1M	Sell	420,300 -223,500	-35%	-$15.9M	0.04%	555
2025 Q1	$48.4M	Buy	643,800 +296,200	+85%	+$20.7M	0.07%	333
2024 Q4	$23.2M	Buy	347,600 +299,000	+615%	+$20.6M	0.03%	604
2024 Q3	$3.43M	Sell	48,600 -718,500	-94%	-$47.1M	0.01%	1686
2024 Q2	$45.7M	Buy	767,100 +466,500	+155%	+$28.2M	0.08%	318
2024 Q1	$18.1M	Buy	300,600 +126,300	+72%	+$7.32M	0.03%	679
2023 Q4	$10.1M	Buy	+174,300	New	+$9.73M	0.02%	945
2023 Q2	–	Sell	-188,374	Closed	-$11.6M	–	3960
2023 Q1	$11.6M	Sell	188,374 -269,900	-59%	-$16.6M	0.02%	1016
2022 Q4	$29M	Sell	458,274 -796,375	-63%	-$47.1M	0.04%	545
2022 Q3	$73.1M	Buy	1,254,649 +270,700	+28%	+$18.2M	0.1%	232
2022 Q2	$66.4M	Buy	983,949 +152,400	+18%	+$10.5M	0.08%	292
2022 Q1	$58.2M	Buy	831,549 +336,500	+68%	+$21.8M	0.07%	302
2021 Q4	$32.2M	Sell	495,049 -437,051	-47%	-$26.8M	0.04%	481
2021 Q3	$55.7M	Sell	932,100 -569,100	-38%	-$35.5M	0.07%	288
2021 Q2	$88.7M	Buy	+1,501,200	New	+$93.4M	0.11%	179
2020 Q4	–	Sell	-42,900	Closed	-$2.63M	–	3414
2020 Q3	$2.63M	Sell	42,900 -599,594	-93%	-$36.7M	﹤0.01%	1965
2020 Q2	$37.5M	Sell	642,494 -1,115,121	-63%	-$64.6M	0.03%	516
2020 Q1	$103M	Buy	1,757,615 +423,822	+32%	+$27.1M	0.1%	200
2019 Q4	$83.8M	Sell	1,333,793 -1,025,207	-43%	-$63.9M	0.06%	340
2019 Q3	$151M	Sell	2,359,000 -108,900	-4%	-$6.61M	0.13%	167
2019 Q2	$143M	Sell	2,467,900 -247,000	-9%	-$13.9M	0.13%	172
2019 Q1	$151M	Sell	2,714,900 -729,500	-21%	-$38.5M	0.14%	163
2018 Q4	$171M	Buy	3,444,400 +532,100	+18%	+$26.9M	0.19%	106
2018 Q3	$143M	Buy	2,912,300 +1,118,600	+62%	+$54.5M	0.15%	145
2018 Q2	$84.8M	Sell	1,793,700 -594,900	-25%	-$26.9M	0.09%	254
2018 Q1	$108M	Sell	2,388,600 -845,900	-26%	-$37.1M	0.12%	181
2017 Q4	$153M	Buy	3,234,500 +1,329,800	+70%	+$64.4M	0.17%	115
2017 Q3	$88.2M	Buy	1,904,700 +364,700	+24%	+$17.2M	0.1%	218
2017 Q2	$71.2M	Buy	1,540,000 +661,300	+75%	+$30.6M	0.09%	268
2017 Q1	$39.3M	Buy	878,700 +809,600	+1,172%	+$35.1M	0.05%	446
2016 Q4	$2.88M	Sell	69,100 -118,600	-63%	-$4.85M	﹤0.01%	2022
2016 Q3	$7.88M	Buy	187,700 +64,300	+52%	+$2.81M	0.01%	1312
2016 Q2	$5.66M	Sell	123,400 -134,800	-52%	-$5.66M	0.01%	1530
2016 Q1	$11M	Buy	+258,200	New	+$10.1M	0.02%	1078
2015 Q4	–	Sell	-15,200	Closed	-$537K	–	3290
2015 Q3	$537K	Sell	15,200 -244,100	-94%	-$8.23M	﹤0.01%	2607
2015 Q2	$8.26M	Sell	259,300 -809,400	-76%	-$27.2M	0.02%	1101
2015 Q1	$37.3M	Sell	1,068,700 -141,300	-12%	-$5.02M	0.08%	319
2014 Q4	$42M	Buy	1,210,000 +959,700	+383%	+$31.4M	0.1%	222
2014 Q3	$7.42M	Buy	+250,300	New	+$7.47M	0.02%	946
2014 Q2	–	Sell	-174,400	Closed	-$5.11M	–	2805
2014 Q1	$5.11M	Buy	+174,400	New	+$4.83M	0.01%	1242

Other funds holding CMS

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $315B AUM 27.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Jim Simons's CMS Position: Q1 2026 in Review

Jim Simons sold out of CMS Energy (CMS) in Q1 2026, closing a stake of 113,500 shares — an estimated $7.94M sold.

Jim Simons first reported a position in CMS in Q1 2014 and held it in 42 quarters. The position peaked at $171M in Q4 2018. 801 funds tracked by Wall St. Rank hold CMS as of Q1 2026.

Jim Simons reported no remaining CMS Energy position as of Q1 2026 after selling out during the quarter.
Jim Simons sold 113,500 CMS Energy shares in Q1 2026, an estimated $7.94M.
Jim Simons first reported a position in CMS Energy in Q1 2014 and held it in 42 quarters.
Jim Simons's CMS Energy position peaked at $171M in Q4 2018.
801 funds tracked by Wall St. Rank held CMS Energy as of Q1 2026.

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