Joel Greenblatt’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
Q2 | $11.6M | Buy |
151,316
+67,008
| +79% | +$5.02M | 0.03% | 755 |
|
|
2026
Q1 | $6.54M | Buy |
84,308
+47,825
| +131% | +$3.55M | 0.02% | 799 |
|
|
2025
Q4 | $2.55M | Sell |
36,483
-15,205
| -29% | -$1.11M | 0.01% | 974 |
|
|
2025
Q3 | $3.79M | Buy |
51,688
+11,154
| +28% | +$801K | 0.02% | 848 |
|
|
2025
Q2 | $2.81M | Buy |
40,534
+28,341
| +232% | +$2.02M | 0.02% | 824 |
|
|
2025
Q1 | $916K | Buy |
12,193
+2,239
| +22% | +$156K | 0.01% | 1032 |
|
|
2024
Q4 | $663K | Sell |
9,954
-12,937
| -57% | -$890K | 0.01% | 1035 |
|
|
2024
Q3 | $1.62M | Buy |
22,891
+10,884
| +91% | +$714K | 0.02% | 790 |
|
|
2024
Q2 | $715K | Buy |
+12,007
| New | +$727K | 0.01% | 977 |
|
|
2022
Q1 | – | Sell |
-27,084
| Closed | -$1.76M | – | 1143 |
|
|
2021
Q4 | $1.76M | Buy |
+27,084
| New | +$1.66M | 0.06% | 385 |
|
|
2021
Q3 | – | Sell |
-10,341
| Closed | -$611K | – | 1041 |
|
|
2021
Q2 | $611K | Buy |
+10,341
| New | +$643K | 0.03% | 625 |
|
|
2020
Q3 | – | Sell |
-6,259
| Closed | -$366K | – | 1044 |
|
|
2020
Q2 | $366K | Buy |
+6,259
| New | +$362K | 0.01% | 819 |
|
|
2020
Q1 | – | Sell |
-57,745
| Closed | -$3.63M | – | 1093 |
|
|
2019
Q4 | $3.63M | Sell |
57,745
-19,940
| -26% | -$1.24M | 0.07% | 326 |
|
|
2019
Q3 | $4.97M | Buy |
+77,685
| New | +$4.72M | 0.09% | 282 |
|
|
2018
Q4 | – | Sell |
-63,212
| Closed | -$3.1M | – | 996 |
|
|
2018
Q3 | $3.1M | Buy |
63,212
+4,307
| +7% | +$210K | 0.04% | 432 |
|
|
2018
Q2 | $2.79M | Buy |
+58,905
| New | +$2.66M | 0.04% | 429 |
|
|
2017
Q4 | – | Sell |
-24,760
| Closed | -$1.15M | – | 949 |
|
|
2017
Q3 | $1.15M | Sell |
24,760
-1,349
| -5% | -$63.7K | 0.02% | 589 |
|
|
2017
Q2 | $1.21M | Buy |
+26,109
| New | +$1.21M | 0.02% | 610 |
|
|
2016
Q4 | – | Sell |
-10,514
| Closed | -$442K | – | 959 |
|
|
2016
Q3 | $442K | Buy |
+10,514
| New | +$459K | 0.01% | 733 |
|
|
2015
Q4 | – | Sell |
-175,934
| Closed | -$6.21M | – | 879 |
|
|
2015
Q3 | $6.21M | Buy |
175,934
+127,223
| +261% | +$4.29M | 0.06% | 393 |
|
|
2015
Q2 | $1.55M | Buy |
+48,711
| New | +$1.64M | 0.01% | 573 |
|
Other funds holding CMS
Joel Greenblatt's CMS Position: Q2 2026 in Review
Joel Greenblatt increased its CMS Energy (CMS) stake by 79% in Q2 2026, buying an estimated $5.02M and bringing the position to 151,316 shares worth $11.6M. The position accounts for 0.03% of the portfolio, ranked #755.
Joel Greenblatt first reported a position in CMS in Q2 2015 and has held it in 21 quarters since. 816 funds tracked by Wall St. Rank hold CMS as of Q2 2026.
- Joel Greenblatt held 151,316 shares of CMS Energy worth $11.6M as of Q2 2026.
- Joel Greenblatt bought 67,008 CMS Energy shares in Q2 2026, an estimated $5.02M.
- CMS Energy made up 0.03% of Joel Greenblatt's portfolio in Q2 2026, its #755 holding.
- Joel Greenblatt first reported a position in CMS Energy in Q2 2015 and has held it in 21 quarters since.
- 816 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.
Based on Gotham Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.