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

Lombard Odier Asset Management (Switzerland)’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
Q2 		– Sell
-9,591
Closed -$744K – 458
2026
Q1 		$744K Buy
+9,591
New +$712K 0.03% 326
2025
Q3 		– Sell
-19,406
Closed -$1.34M – 279
2025
Q2 		$1.34M Hold
19,406
– – 0.07% 205
2025
Q1 		$1.46M Hold
19,406
– – 0.08% 193
2024
Q4 		$1.29M Hold
19,406
– – 0.1% 186
2024
Q3 		$1.37M Buy
19,406
+4,235
+28% +$278K 0.11% 168
2024
Q2 		$903K Hold
15,171
– – 0.09% 171
2024
Q1 		$915K Hold
15,171
– – 0.06% 239
2023
Q4 		$881K Buy
+15,171
New +$847K 0.12% 134
2020
Q1 		– Sell
-21,108
Closed -$1.33M – 352
2019
Q4 		$1.33M Buy
21,108
+17,267
+450% +$1.08M 0.12% 147
2019
Q3 		$246K Sell
3,841
-15,288
-80% -$928K 0.03% 319
2019
Q2 		$1.11M Sell
19,129
-10,995
-36% -$617K 0.11% 157
2019
Q1 		$1.67M Hold
30,124
– – 0.17% 104
2018
Q4 		$1.5M Buy
30,124
+18,187
+152% +$919K 0.17% 100
2018
Q3 		$585K Hold
11,937
– – 0.06% 229
2018
Q2 		$564K Buy
11,937
+4,673
+64% +$211K 0.06% 212
2018
Q1 		$329K Buy
+7,264
New +$319K 0.03% 283
2014
Q4 		– Sell
-38,221
Closed -$1.14M – 460
2014
Q3 		$1.14M Buy
38,221
+34,100
+827% +$1.02M 0.03% 498
2014
Q2 		$128K Buy
+4,121
New +$123K 0.01% 464

Other funds holding CMS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Lombard Odier Asset Management (Switzerland)'s CMS Position: Q2 2026 in Review

Lombard Odier Asset Management (Switzerland) sold out of CMS Energy (CMS) in Q2 2026, closing a stake of 9,591 shares — an estimated $744K sold.

Lombard Odier Asset Management (Switzerland) first reported a position in CMS in Q2 2014 and held it in 18 quarters. The position peaked at $1.67M in Q1 2019. 816 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Lombard Odier Asset Management (Switzerland) reported no remaining CMS Energy position as of Q2 2026 after selling out during the quarter.
  • Lombard Odier Asset Management (Switzerland) sold 9,591 CMS Energy shares in Q2 2026, an estimated $744K.
  • Lombard Odier Asset Management (Switzerland) first reported a position in CMS Energy in Q2 2014 and held it in 18 quarters.
  • Lombard Odier Asset Management (Switzerland)'s CMS Energy position peaked at $1.67M in Q1 2019.
  • 816 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Lombard Odier Asset Management (Switzerland)'s 13F filing for Q2 2026, filed 14 Aug 2026.