John Overdeck’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 | $2.59M | Sell |
33,846
-58,719
| -63% | -$4.4M | ﹤0.01% | 2773 |
|
|
2026
Q1 | $7.18M | Sell |
92,565
-23,254
| -20% | -$1.73M | 0.01% | 1679 |
|
|
2025
Q4 | $8.1M | Sell |
115,819
-264,034
| -70% | -$19.2M | 0.01% | 1272 |
|
|
2025
Q3 | $27.8M | Buy |
379,853
+113,779
| +43% | +$8.17M | 0.04% | 510 |
|
|
2025
Q2 | $18.4M | Sell |
266,074
-33,115
| -11% | -$2.36M | 0.03% | 589 |
|
|
2025
Q1 | $22.5M | Buy |
299,189
+248,114
| +486% | +$17.3M | 0.05% | 446 |
|
|
2024
Q4 | $3.4M | Buy |
+51,075
| New | +$3.51M | 0.01% | 1358 |
|
|
2024
Q3 | – | Sell |
-64,508
| Closed | -$3.84M | – | 3139 |
|
|
2024
Q2 | $3.84M | Buy |
+64,508
| New | +$3.9M | 0.01% | 1134 |
|
|
2023
Q4 | – | Sell |
-89,930
| Closed | -$4.78M | – | 3180 |
|
|
2023
Q3 | $4.78M | Buy |
89,930
+70,065
| +353% | +$4.06M | 0.01% | 931 |
|
|
2023
Q2 | $1.17M | Sell |
19,865
-28,868
| -59% | -$1.74M | ﹤0.01% | 1862 |
|
|
2023
Q1 | $2.99M | Buy |
+48,733
| New | +$3M | 0.01% | 1160 |
|
|
2022
Q4 | – | Sell |
-24,828
| Closed | -$1.45M | – | 2833 |
|
|
2022
Q3 | $1.45M | Sell |
24,828
-7,128
| -22% | -$479K | ﹤0.01% | 1300 |
|
|
2022
Q2 | $2.16M | Sell |
31,956
-191,079
| -86% | -$13.2M | 0.01% | 1158 |
|
|
2022
Q1 | $15.6M | Buy |
+223,035
| New | +$14.5M | 0.05% | 459 |
|
|
2021
Q3 | – | Sell |
-257,911
| Closed | -$16.1M | – | 4294 |
|
|
2021
Q2 | $15.2M | Sell |
257,911
-100,183
| -28% | -$6.23M | 0.03% | 607 |
|
|
2021
Q1 | $21.9M | Sell |
358,094
-230,452
| -39% | -$13.2M | 0.06% | 395 |
|
|
2020
Q4 | $35.9M | Sell |
588,546
-150,294
| -20% | -$9.39M | 0.1% | 221 |
|
|
2020
Q3 | $45.4M | Buy |
738,840
+547,761
| +287% | +$33.5M | 0.16% | 135 |
|
|
2020
Q2 | $11.2M | Sell |
191,079
-98,003
| -34% | -$5.67M | 0.06% | 358 |
|
|
2020
Q1 | $17M | Sell |
289,082
-197,715
| -41% | -$12.7M | 0.14% | 152 |
|
|
2019
Q4 | $30.6M | Buy |
+486,797
| New | +$30.3M | 0.09% | 262 |
|
|
2019
Q3 | – | Sell |
-119,654
| Closed | -$7.26M | – | 3495 |
|
|
2019
Q2 | $6.93M | Buy |
+119,654
| New | +$6.72M | 0.02% | 751 |
|
|
2019
Q1 | – | Sell |
-12,167
| Closed | -$604K | – | 3076 |
|
|
2018
Q4 | $604K | Sell |
12,167
-564,356
| -98% | -$28.5M | ﹤0.01% | 1983 |
|
|
2018
Q3 | $28.3M | Buy |
576,523
+375,122
| +186% | +$18.3M | 0.08% | 332 |
|
|
2018
Q2 | $9.52M | Buy |
201,401
+51,978
| +35% | +$2.35M | 0.03% | 689 |
|
|
2018
Q1 | $6.77M | Buy |
+149,423
| New | +$6.56M | 0.02% | 784 |
|
|
2017
Q4 | – | Sell |
-171,795
| Closed | -$7.96M | – | 3123 |
|
|
2017
Q3 | $7.96M | Sell |
171,795
-49,460
| -22% | -$2.33M | 0.03% | 606 |
|
|
2017
Q2 | $10.2M | Buy |
221,255
+36,746
| +20% | +$1.7M | 0.04% | 517 |
|
|
2017
Q1 | $8.26M | Buy |
+184,509
| New | +$7.99M | 0.03% | 697 |
|
|
2015
Q3 | – | Sell |
-20,270
| Closed | -$645K | – | 2267 |
|
|
2015
Q2 | $645K | Sell |
20,270
-297,824
| -94% | -$10M | ﹤0.01% | 1951 |
|
|
2015
Q1 | $11.1M | Buy |
+318,094
| New | +$11.3M | 0.05% | 437 |
|
|
2014
Q4 | – | Sell |
-67,401
| Closed | -$2M | – | 2242 |
|
|
2014
Q3 | $2M | Sell |
67,401
-140,555
| -68% | -$4.2M | 0.01% | 862 |
|
|
2014
Q2 | $6.48M | Sell |
207,956
-775,810
| -79% | -$23.1M | 0.03% | 626 |
|
|
2014
Q1 | $28.8M | Buy |
983,766
+915,065
| +1,332% | +$25.4M | 0.15% | 181 |
|
|
2013
Q4 | $1.84M | Sell |
68,701
-1,337,737
| -95% | -$36M | 0.01% | 1045 |
|
|
2013
Q3 | $37M | Buy |
1,406,438
+1,330,737
| +1,758% | +$36.1M | 0.24% | 110 |
|
|
2013
Q2 | $2.06M | Buy |
+75,701
| New | +$2.12M | 0.01% | 865 |
|
Other funds holding CMS
John Overdeck's CMS Position: Q2 2026 in Review
John Overdeck reduced its CMS Energy (CMS) stake by 63% in Q2 2026, selling an estimated $4.4M and leaving 33,846 shares worth $2.59M. The position accounts for ﹤0.01% of the portfolio, ranked #2773.
John Overdeck first reported a position in CMS in Q2 2013 and has held it in 37 quarters since. The position peaked at $45.4M in Q3 2020. 816 funds tracked by Wall St. Rank hold CMS as of Q2 2026.
- John Overdeck held 33,846 shares of CMS Energy worth $2.59M as of Q2 2026.
- John Overdeck sold 58,719 CMS Energy shares in Q2 2026, an estimated $4.4M.
- CMS Energy made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #2773 holding.
- John Overdeck first reported a position in CMS Energy in Q2 2013 and has held it in 37 quarters since.
- John Overdeck's CMS Energy position peaked at $45.4M in Q3 2020.
- 816 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.
Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.