Longboard Asset Management
CMS icon

Longboard Asset Management’s CMS Energy CMS Stock Holding History

Longboard Asset Management’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
Q3 		– Sell
-2,982
Closed -$228K – 24
2026
Q2 		$228K Hold
2,982
– – 3.82% 10
2026
Q1 		$231K Hold
2,982
– – 4% 9
2025
Q4 		$209K Hold
2,982
– – 1.33% 56
2025
Q3 		$218K Hold
2,982
– – 0.35% 172
2025
Q2 		$207K Hold
2,982
– – 0.51% 142
2025
Q1 		$224K Buy
+2,982
New +$208K 0.66% 73

Other funds holding CMS

Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
iA Global Asset Management
iA Global Asset Management Quebec, Quebec, Canada $8.54B AUM 39.73% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Miller Howard Investments
Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return
RWC Asset Management
RWC Asset Management London, United Kingdom $2.7B AUM 20.82% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Cidel Asset Management
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.06B AUM 22.67% 1-Year Est. Return

Longboard Asset Management's CMS Position: Q3 2026 in Review

Longboard Asset Management sold out of CMS Energy (CMS) in Q3 2026, closing a stake of 2,982 shares — an estimated $228K sold.

Longboard Asset Management first reported a position in CMS in Q1 2025 and held it in 6 quarters. The position peaked at $231K in Q1 2026. 270 funds tracked by Wall St. Rank hold CMS as of Q3 2026.

  • Longboard Asset Management reported no remaining CMS Energy position as of Q3 2026 after selling out during the quarter.
  • Longboard Asset Management sold 2,982 CMS Energy shares in Q3 2026, an estimated $228K.
  • Longboard Asset Management first reported a position in CMS Energy in Q1 2025 and held it in 6 quarters.
  • Longboard Asset Management's CMS Energy position peaked at $231K in Q1 2026.
  • 270 funds tracked by Wall St. Rank held CMS Energy as of Q3 2026.

Based on Longboard Asset Management's 13F filing for Q3 2026, filed 15 Oct 2026.