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
2023 Q4	–	Sell	-4,000	Closed	-$212K	–	3181
2023 Q3	$212K	Hold	4,000	–	–	﹤0.01%	2623
2023 Q2	$235K	Buy	+4,000	New	+$241K	﹤0.01%	2596
2022 Q1	–	Sell	-3,500	Closed	-$228K	–	2949
2021 Q4	$228K	Sell	3,500 -1,400	-29%	-$86K	﹤0.01%	3831
2021 Q3	$293K	Buy	4,900 +1,400	+40%	+$87.4K	﹤0.01%	3686
2021 Q2	$207K	Buy	+3,500	New	+$218K	﹤0.01%	3768
2021 Q1	–	Sell	-3,700	Closed	-$226K	–	3867
2020 Q4	$226K	Sell	3,700 -100	-3%	-$6.25K	﹤0.01%	3048
2020 Q3	$233K	Buy	+3,800	New	+$233K	﹤0.01%	2732
2020 Q1	–	Sell	-9,500	Closed	-$597K	–	3192
2019 Q4	$597K	Buy	9,500 +3,500	+58%	+$218K	﹤0.01%	2642
2019 Q3	$384K	Buy	+6,000	New	+$364K	﹤0.01%	2762
2018 Q4	–	Sell	-5,900	Closed	-$289K	–	3041
2018 Q3	$289K	Buy	5,900 +1,600	+37%	+$78K	﹤0.01%	2788
2018 Q2	$203K	Buy	+4,300	New	+$194K	﹤0.01%	3126
2017 Q1	–	Sell	-10,000	Closed	-$416K	–	2949
2016 Q4	$416K	Buy	+10,000	New	+$409K	﹤0.01%	2605
2016 Q3	–	Sell	-13,000	Closed	-$596K	–	3131
2016 Q2	$596K	Buy	13,000 +2,000	+18%	+$84K	﹤0.01%	2130
2016 Q1	$467K	Buy	11,000 +5,000	+83%	+$196K	﹤0.01%	2102
2015 Q4	$216K	Buy	+6,000	New	+$214K	﹤0.01%	2421

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.