Neo Ivy Capital Management’s CMS Energy CMS Stock Holding History

Neo Ivy Capital 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 Q1	–	Sell	-3,274	Closed	-$229K	–	367
2025 Q4	$229K	Buy	+3,274	New	+$238K	0.04%	268
2022 Q2	–	Sell	-2,920	Closed	-$204K	–	434
2022 Q1	$204K	Buy	+2,920	New	+$189K	0.18%	195
2021 Q3	–	Sell	-1,450	Closed	-$86K	–	489
2021 Q2	$86K	Buy	+1,450	New	+$90.2K	0.09%	264
2020 Q4	–	Sell	-10,786	Closed	-$662K	–	438
2020 Q3	$662K	Buy	+10,786	New	+$660K	0.67%	22
2019 Q4	–	Sell	-1,525	Closed	-$96K	–	282
2019 Q3	$96K	Buy	+1,525	New	+$92.6K	0.06%	229
2019 Q1	–	Sell	-11,343	Closed	-$563K	–	300
2018 Q4	$563K	Buy	+11,343	New	+$573K	0.44%	92

Other funds holding CMS

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 Boston, Massachusetts $2.9T AUM 29.55% 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 $298B AUM 21.96% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

Neo Ivy Capital Management's CMS Position: Q1 2026 in Review

Neo Ivy Capital Management sold out of CMS Energy (CMS) in Q1 2026, closing a stake of 3,274 shares — an estimated $229K sold.

Neo Ivy Capital Management first reported a position in CMS in Q4 2018 and held it in 6 quarters. The position peaked at $662K in Q3 2020. 799 funds tracked by Wall St. Rank hold CMS as of Q1 2026.

Neo Ivy Capital Management reported no remaining CMS Energy position as of Q1 2026 after selling out during the quarter.
Neo Ivy Capital Management sold 3,274 CMS Energy shares in Q1 2026, an estimated $229K.
Neo Ivy Capital Management first reported a position in CMS Energy in Q4 2018 and held it in 6 quarters.
Neo Ivy Capital Management's CMS Energy position peaked at $662K in Q3 2020.
799 funds tracked by Wall St. Rank held CMS Energy as of Q1 2026.

Based on Neo Ivy Capital Management's 13F filing for Q1 2026, filed 15 May 2026.