LMR Partners’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
Q1 | $905K | Buy |
11,666
+5,641
| +94% | +$419K | ﹤0.01% | 999 |
|
|
2025
Q4 | $421K | Sell |
6,025
-5,476
| -48% | -$398K | ﹤0.01% | 1144 |
|
|
2025
Q3 | $843K | Buy |
11,501
+4,595
| +67% | +$330K | ﹤0.01% | 990 |
|
|
2025
Q2 | $478K | Buy |
6,906
+1,852
| +37% | +$132K | ﹤0.01% | 958 |
|
|
2025
Q1 | $380K | Buy |
+5,054
| New | +$353K | ﹤0.01% | 963 |
|
|
2024
Q4 | – | Sell |
-2,785
| Closed | -$197K | – | 1267 |
|
|
2024
Q3 | $197K | Buy |
+2,785
| New | +$183K | ﹤0.01% | 996 |
|
|
2024
Q1 | – | Sell |
-385,903
| Closed | -$22.4M | – | 1175 |
|
|
2023
Q4 | $22.4M | Buy |
385,903
+114,001
| +42% | +$6.37M | 0.26% | 94 |
|
|
2023
Q3 | $14.4M | Buy |
271,902
+2,266
| +0.8% | +$131K | 0.16% | 142 |
|
|
2023
Q2 | $15.8M | Buy |
269,636
+111,696
| +71% | +$6.74M | 0.18% | 131 |
|
|
2023
Q1 | $9.69M | Sell |
157,940
-129,618
| -45% | -$7.97M | 0.15% | 165 |
|
|
2022
Q4 | $18.2M | Buy |
287,558
+257,844
| +868% | +$15.2M | 0.32% | 80 |
|
|
2022
Q3 | $1.73M | Buy |
+29,714
| New | +$2M | 0.03% | 580 |
|
|
2020
Q1 | – | Sell |
-7,870
| Closed | -$495 | – | 284 |
|
|
2019
Q4 | $495 | Buy |
7,870
+4,146
| +111% | +$258K | ﹤0.01% | 300 |
|
|
2019
Q3 | $238K | Buy |
+3,724
| New | +$226K | 0.01% | 339 |
|
|
2019
Q2 | – | Sell |
-14,331
| Closed | -$796K | – | 452 |
|
|
2019
Q1 | $796K | Sell |
14,331
-7,830
| -35% | -$413K | 0.04% | 196 |
|
|
2018
Q4 | $1.1M | Buy |
+22,161
| New | +$1.12M | 0.05% | 168 |
|
|
2018
Q2 | – | Sell |
-14,345
| Closed | -$679K | – | 496 |
|
|
2018
Q1 | $679K | Hold |
14,345
| – | – | 0.07% | 228 |
|
|
2017
Q4 | $679K | Buy |
+14,345
| New | +$695K | 0.07% | 228 |
|
|
2017
Q3 | – | Sell |
-35,371
| Closed | -$1.64M | – | 354 |
|
|
2017
Q2 | $1.64M | Buy |
+35,371
| New | +$1.64M | 0.1% | 207 |
|
|
2017
Q1 | – | Sell |
-23,087
| Closed | -$961K | – | 373 |
|
|
2016
Q4 | $961K | Sell |
23,087
-1,329
| -5% | -$54.3K | 0.15% | 156 |
|
|
2016
Q3 | $1.03M | Buy |
24,416
+3,360
| +16% | +$147K | 0.1% | 184 |
|
|
2016
Q2 | $966K | Sell |
21,056
-18,923
| -47% | -$795K | 0.15% | 197 |
|
|
2016
Q1 | $1.7K | Buy |
39,979
+32,659
| +446% | +$1.28M | 0.19% | 102 |
|
|
2015
Q4 | $264K | Sell |
7,320
-6,976
| -49% | -$249K | 0.09% | 185 |
|
|
2015
Q3 | $504K | Sell |
14,296
-24,312
| -63% | -$820K | 0.06% | 219 |
|
|
2015
Q2 | $1.23M | Sell |
38,608
-715
| -2% | -$24K | 0.15% | 198 |
|
|
2015
Q1 | $1.37M | Buy |
39,323
+24,589
| +167% | +$873K | 0.19% | 145 |
|
|
2014
Q4 | $512K | Buy |
+14,734
| New | +$481K | 0.07% | 288 |
|
|
2014
Q3 | – | Sell |
-16,424
| Closed | -$511K | – | 353 |
|
|
2014
Q2 | $511K | Buy |
+16,424
| New | +$489K | 0.04% | 294 |
|
Other funds holding CMS
VCM
VPM
LMR Partners's CMS Position: Q1 2026 in Review
LMR Partners increased its CMS Energy (CMS) stake by 94% in Q1 2026, buying an estimated $419K and bringing the position to 11,666 shares worth $905K. The position accounts for ﹤0.01% of the portfolio, ranked #999.
LMR Partners first reported a position in CMS in Q2 2014 and has held it in 29 quarters since. The position peaked at $22.4M in Q4 2023. 799 funds tracked by Wall St. Rank hold CMS as of Q1 2026.
- LMR Partners held 11,666 shares of CMS Energy worth $905K as of Q1 2026.
- LMR Partners bought 5,641 CMS Energy shares in Q1 2026, an estimated $419K.
- CMS Energy made up ﹤0.01% of LMR Partners's portfolio in Q1 2026, its #999 holding.
- LMR Partners first reported a position in CMS Energy in Q2 2014 and has held it in 29 quarters since.
- LMR Partners's CMS Energy position peaked at $22.4M in Q4 2023.
- 799 funds tracked by Wall St. Rank held CMS Energy as of Q1 2026.
Based on LMR Partners's 13F filing for Q1 2026, filed 15 May 2026.