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Lighthouse Investment Partners’s CMS Energy CMS Stock Holding History

Lighthouse Investment Partners’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
-3,206
Closed -$224K – 768
2025
Q4 		$224K Buy
+3,206
New +$233K 0.01% 750
2023
Q4 		– Sell
-188,834
Closed -$10M – 311
2023
Q3 		$10M Sell
188,834
-56,921
-23% -$3.3M 0.41% 47
2023
Q2 		$14.4M Buy
245,755
+104,372
+74% +$6.3M 0.77% 29
2023
Q1 		$8.68M Buy
+141,383
New +$8.69M 0.58% 48

Other funds holding CMS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Lighthouse Investment Partners's CMS Position: Q1 2026 in Review

Lighthouse Investment Partners sold out of CMS Energy (CMS) in Q1 2026, closing a stake of 3,206 shares — an estimated $224K sold.

Lighthouse Investment Partners first reported a position in CMS in Q1 2023 and held it in 4 quarters. The position peaked at $14.4M in Q2 2023. 799 funds tracked by Wall St. Rank hold CMS as of Q1 2026.

  • Lighthouse Investment Partners reported no remaining CMS Energy position as of Q1 2026 after selling out during the quarter.
  • Lighthouse Investment Partners sold 3,206 CMS Energy shares in Q1 2026, an estimated $224K.
  • Lighthouse Investment Partners first reported a position in CMS Energy in Q1 2023 and held it in 4 quarters.
  • Lighthouse Investment Partners's CMS Energy position peaked at $14.4M in Q2 2023.
  • 799 funds tracked by Wall St. Rank held CMS Energy as of Q1 2026.

Based on Lighthouse Investment Partners's 13F filing for Q1 2026, filed 14 May 2026.