John Overdeck’s CMS Energy CMS Stock Holding History

John Overdeck’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
2022 Q1	–	Sell	-4,900	Closed	-$319K	–	2948
2021 Q4	$319K	Sell	4,900 -2,100	-30%	-$129K	﹤0.01%	3601
2021 Q3	$418K	Buy	+7,000	New	+$437K	﹤0.01%	3400
2021 Q2	–	Sell	-5,000	Closed	-$306K	–	4105
2021 Q1	$306K	Sell	5,000 -2,000	-29%	-$115K	﹤0.01%	3310
2020 Q4	$427K	Buy	7,000 +3,600	+106%	+$225K	﹤0.01%	2621
2020 Q3	$209K	Buy	+3,400	New	+$208K	﹤0.01%	2797
2019 Q4	–	Sell	-8,600	Closed	-$550K	–	3678
2019 Q3	$550K	Buy	+8,600	New	+$522K	﹤0.01%	2489
2018 Q2	–	Sell	-12,500	Closed	-$566K	–	3354
2018 Q1	$566K	Buy	+12,500	New	+$548K	﹤0.01%	2404
2017 Q1	–	Sell	-6,000	Closed	-$250K	–	2948
2016 Q4	$250K	Sell	6,000 -6,100	-50%	-$249K	﹤0.01%	2838
2016 Q3	$508K	Buy	12,100 +400	+3%	+$17.5K	﹤0.01%	2427
2016 Q2	$537K	Buy	+11,700	New	+$492K	﹤0.01%	2199

Other funds holding CMS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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.