Lombard Odier Asset Management (Europe)’s CMS Energy CMS Stock Holding History

Lombard Odier Asset Management (Europe)’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	$4.86M	Buy	62,589 +11,820	+23%	+$877K	0.26%	116
2025 Q4	$3.55M	Buy	50,769 +18,881	+59%	+$1.37M	0.18%	144
2025 Q3	$2.34M	Hold	31,888	–	–	0.12%	118
2025 Q2	$2.21M	Sell	31,888 -130,755	-80%	-$9.32M	0.16%	137
2025 Q1	$12.2M	Buy	162,643 +123,000	+310%	+$8.59M	0.98%	40
2024 Q4	$2.64M	Sell	39,643 -86,024	-68%	-$5.92M	0.17%	147
2024 Q3	$8.88M	Sell	125,667 -55,886	-31%	-$3.67M	0.38%	95
2024 Q2	$10.8M	Buy	181,553 +20,493	+13%	+$1.24M	0.51%	60
2024 Q1	$9.72M	Sell	161,060 -6,006	-4%	-$348K	0.59%	62
2023 Q4	$9.7M	Buy	167,066 +2,933	+2%	+$164K	0.56%	58
2023 Q3	$8.72M	Buy	+164,133	New	+$9.51M	0.45%	74
2020 Q1	–	Sell	-3,210	Closed	-$202K	–	325
2019 Q4	$202K	Hold	3,210	–	–	0.01%	395
2019 Q3	$205K	Buy	+3,210	New	+$195K	0.02%	369

Other funds holding CMS

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Lombard Odier Asset Management (Europe)'s CMS Position: Q1 2026 in Review

Lombard Odier Asset Management (Europe) increased its CMS Energy (CMS) stake by 23% in Q1 2026, buying an estimated $877K and bringing the position to 62,589 shares worth $4.86M. The position accounts for 0.26% of the portfolio, ranked #116.

Lombard Odier Asset Management (Europe) first reported a position in CMS in Q3 2019 and has held it in 13 quarters since. The position peaked at $12.2M in Q1 2025. 801 funds tracked by Wall St. Rank hold CMS as of Q1 2026.

Lombard Odier Asset Management (Europe) held 62,589 shares of CMS Energy worth $4.86M as of Q1 2026.
Lombard Odier Asset Management (Europe) bought 11,820 CMS Energy shares in Q1 2026, an estimated $877K.
CMS Energy made up 0.26% of Lombard Odier Asset Management (Europe)'s portfolio in Q1 2026, its #116 holding.
Lombard Odier Asset Management (Europe) first reported a position in CMS Energy in Q3 2019 and has held it in 13 quarters since.
Lombard Odier Asset Management (Europe)'s CMS Energy position peaked at $12.2M in Q1 2025.
801 funds tracked by Wall St. Rank held CMS Energy as of Q1 2026.

Based on Lombard Odier Asset Management (Europe)'s 13F filing for Q1 2026, filed 15 May 2026.