Lord, Abbett & Co
CMS icon

Lord, Abbett & Co’s CMS Energy CMS Stock Holding History

Lord, Abbett & Co’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 		$257M Sell
3,308,716
-28,012
-0.8% -$2.08M 0.84% 24
2025
Q4 		$233M Sell
3,336,728
-64,949
-2% -$4.72M 0.72% 33
2025
Q3 		$249M Buy
3,401,677
+153,445
+5% +$11M 0.74% 32
2025
Q2 		$225M Buy
3,248,232
+945,894
+41% +$67.4M 0.72% 27
2025
Q1 		$173M Buy
2,302,338
+970,510
+73% +$67.8M 0.62% 38
2024
Q4 		$88.8M Sell
1,331,828
-3,488
-0.3% -$240K 0.28% 99
2024
Q3 		$94.3M Buy
1,335,316
+2,626
+0.2% +$172K 0.3% 96
2024
Q2 		$79.3M Buy
1,332,690
+218,701
+20% +$13.2M 0.26% 106
2024
Q1 		$67.2M Buy
1,113,989
+767,189
+221% +$44.5M 0.22% 135
2023
Q4 		$20.1M Sell
346,800
-340
-0.1% -$19K 0.07% 337
2023
Q3 		$18.4M Hold
347,140
– – 0.07% 335
2023
Q2 		$20.4M Buy
347,140
+110
+0% +$6.63K 0.07% 344
2023
Q1 		$21.3M Sell
347,030
-272,330
-44% -$16.7M 0.08% 346
2022
Q4 		$39.2M Sell
619,360
-233,530
-27% -$13.8M 0.14% 217
2022
Q3 		$49.7M Buy
852,890
+7,390
+0.9% +$497K 0.18% 157
2022
Q2 		$57.1M Buy
845,500
+8,320
+1% +$575K 0.2% 140
2022
Q1 		$58.6M Sell
837,180
-5,590
-0.7% -$363K 0.16% 192
2021
Q4 		$54.8M Sell
842,770
-595,954
-41% -$36.6M 0.12% 245
2021
Q3 		$85.9M Sell
1,438,724
-43,604
-3% -$2.72M 0.21% 157
2021
Q2 		$87.6M Sell
1,482,328
-505,511
-25% -$31.4M 0.21% 144
2021
Q1 		$122M Sell
1,987,839
-743,443
-27% -$42.7M 0.31% 90
2020
Q4 		$167M Sell
2,731,282
-133,959
-5% -$8.37M 0.44% 48
2020
Q3 		$176M Sell
2,865,241
-83,808
-3% -$5.13M 0.56% 32
2020
Q2 		$172M Sell
2,949,049
-91,873
-3% -$5.32M 0.6% 22
2020
Q1 		$179M Buy
3,040,922
+265,950
+10% +$17M 0.79% 9
2019
Q4 		$174M Buy
2,774,972
+329,636
+13% +$20.5M 0.58% 20
2019
Q3 		$156M Buy
2,445,336
+448,385
+22% +$27.2M 0.53% 27
2019
Q2 		$116M Buy
1,996,951
+780,031
+64% +$43.8M 0.38% 51
2019
Q1 		$67.6M Sell
1,216,920
-433,133
-26% -$22.8M 0.23% 134
2018
Q4 		$81.9M Sell
1,650,053
-724,089
-30% -$36.6M 0.3% 74
2018
Q3 		$116M Buy
2,374,142
+74,275
+3% +$3.62M 0.32% 55
2018
Q2 		$109M Sell
2,299,867
-608,879
-21% -$27.5M 0.32% 60
2018
Q1 		$132M Buy
2,908,746
+632,040
+28% +$27.7M 0.39% 46
2017
Q4 		$108M Buy
2,276,706
+837,589
+58% +$40.6M 0.31% 72
2017
Q3 		$66.7M Sell
1,439,117
-544,930
-27% -$25.7M 0.19% 151
2017
Q2 		$91.8M Buy
1,984,047
+90,621
+5% +$4.19M 0.27% 93
2017
Q1 		$84.7M Buy
1,893,426
+42,909
+2% +$1.86M 0.25% 107
2016
Q4 		$77M Sell
1,850,517
-99,580
-5% -$4.07M 0.23% 118
2016
Q3 		$81.9M Sell
1,950,097
-99,973
-5% -$4.36M 0.25% 104
2016
Q2 		$94M Buy
2,050,070
+255,159
+14% +$10.7M 0.29% 77
2016
Q1 		$76.2M Sell
1,794,911
-234,897
-12% -$9.2M 0.24% 120
2015
Q4 		$73.2M Sell
2,029,808
-179,791
-8% -$6.41M 0.22% 119
2015
Q3 		$78M Buy
2,209,599
+325,936
+17% +$11M 0.24% 112
2015
Q2 		$60M Sell
1,883,663
-1,450,339
-44% -$48.7M 0.16% 194
2015
Q1 		$116M Sell
3,334,002
-62,274
-2% -$2.21M 0.29% 78
2014
Q4 		$118M Sell
3,396,276
-132,936
-4% -$4.34M 0.3% 80
2014
Q3 		$105M Sell
3,529,212
-205,356
-5% -$6.13M 0.26% 95
2014
Q2 		$116M Sell
3,734,568
-104,107
-3% -$3.1M 0.26% 102
2014
Q1 		$112M Sell
3,838,675
-33,886
-0.9% -$939K 0.26% 112
2013
Q4 		$104M Sell
3,872,561
-69,709
-2% -$1.88M 0.23% 115
2013
Q3 		$104M Buy
3,942,270
+935,864
+31% +$25.4M 0.24% 116
2013
Q2 		$81.7M Buy
+3,006,406
New +$84.4M 0.19% 141

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

Lord, Abbett & Co's CMS Position: Q1 2026 in Review

Lord, Abbett & Co reduced its CMS Energy (CMS) stake by 0.84% in Q1 2026, selling an estimated $2.08M and leaving 3,308,716 shares worth $257M. The position accounts for 0.84% of the portfolio, ranked #24.

Lord, Abbett & Co first reported a position in CMS in Q2 2013 and has held it in 52 quarters since. 799 funds tracked by Wall St. Rank hold CMS as of Q1 2026.

  • Lord, Abbett & Co held 3,308,716 shares of CMS Energy worth $257M as of Q1 2026.
  • Lord, Abbett & Co sold 28,012 CMS Energy shares in Q1 2026, an estimated $2.08M.
  • CMS Energy made up 0.84% of Lord, Abbett & Co's portfolio in Q1 2026, its #24 holding.
  • Lord, Abbett & Co first reported a position in CMS Energy in Q2 2013 and has held it in 52 quarters since.
  • 799 funds tracked by Wall St. Rank held CMS Energy as of Q1 2026.

Based on Lord, Abbett & Co's 13F filing for Q1 2026, filed 14 May 2026.