Opus Investment Management’s CMS Energy CMS Stock Holding History

Opus Investment 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	$1.55M	Hold	20,000	–	–	0.93%	25
2025 Q4	$1.4M	Hold	20,000	–	–	0.85%	26
2025 Q3	$1.47M	Hold	20,000	–	–	0.91%	25
2025 Q2	$1.39M	Hold	20,000	–	–	0.92%	27
2025 Q1	$1.5M	Hold	20,000	–	–	1.07%	25
2024 Q4	$1.33M	Hold	20,000	–	–	0.98%	26
2024 Q3	$1.41M	Hold	20,000	–	–	0.99%	27
2024 Q2	$1.19M	Hold	20,000	–	–	0.77%	30
2024 Q1	$1.21M	Hold	20,000	–	–	0.79%	31
2023 Q4	$1.16M	Hold	20,000	–	–	0.67%	33
2023 Q3	$1.06M	Sell	20,000 -51,800	-72%	-$3M	0.65%	33
2023 Q2	$4.22M	Hold	71,800	–	–	1.52%	26
2023 Q1	$4.41M	Hold	71,800	–	–	1.59%	23
2022 Q4	$4.55M	Sell	71,800 -8,200	-10%	-$485K	1.62%	22
2022 Q3	$4.66M	Hold	80,000	–	–	1.09%	29
2022 Q2	$5.4M	Sell	80,000 -4,000	-5%	-$276K	1.17%	24
2022 Q1	$5.88M	Hold	84,000	–	–	0.9%	34
2021 Q4	$5.46M	Hold	84,000	–	–	0.78%	35
2021 Q3	$5.02M	Hold	84,000	–	–	0.77%	40
2021 Q2	$4.96M	Buy	84,000 +16,200	+24%	+$1.01M	0.75%	35
2021 Q1	$4.15M	Buy	67,800 +33,500	+98%	+$1.93M	0.61%	49
2020 Q4	$2.09M	Hold	34,300	–	–	0.33%	81
2020 Q3	$2.11M	Hold	34,300	–	–	0.4%	68
2020 Q2	$2M	Hold	34,300	–	–	0.41%	74
2020 Q1	$2.02M	Hold	34,300	–	–	0.42%	64
2019 Q4	$2.15M	Hold	34,300	–	–	0.35%	78
2019 Q3	$2.19M	Hold	34,300	–	–	0.38%	76
2019 Q2	$1.99M	Hold	34,300	–	–	0.37%	79
2019 Q1	$1.91M	Hold	34,300	–	–	0.38%	72
2018 Q4	$1.7M	Hold	34,300	–	–	0.37%	72
2018 Q3	$1.68M	Hold	34,300	–	–	0.29%	76
2018 Q2	$1.62M	Hold	34,300	–	–	0.29%	74
2018 Q1	$1.55M	Buy	34,300 +9,300	+37%	+$408K	0.29%	76
2017 Q4	$1.18M	Hold	25,000	–	–	0.21%	75
2017 Q3	$1.16M	Hold	25,000	–	–	0.21%	79
2017 Q2	$1.16M	Hold	25,000	–	–	0.2%	78
2017 Q1	$1.12M	Hold	25,000	–	–	0.19%	78
2016 Q4	$1.04M	Hold	25,000	–	–	0.18%	79
2016 Q3	$1.05M	Hold	25,000	–	–	0.18%	75
2016 Q2	$1.15M	Buy	25,000 +5,000	+25%	+$210K	0.2%	68
2016 Q1	$849K	Sell	20,000 -70,500	-78%	-$2.76M	0.16%	64
2015 Q4	$3.27M	Sell	90,500 -10,000	-10%	-$356K	0.58%	58
2015 Q3	$3.55M	Sell	100,500 -30,000	-23%	-$1.01M	0.67%	54
2015 Q2	$4.16M	Buy	130,500 +30,000	+30%	+$1.01M	0.76%	42
2015 Q1	$3.51M	Sell	100,500 -10,000	-9%	-$355K	0.62%	48
2014 Q4	$3.84M	Sell	110,500 -20,000	-15%	-$653K	0.69%	42
2014 Q3	$3.87M	Sell	130,500 -26,679	-17%	-$796K	0.74%	39
2014 Q2	$4.9M	Hold	157,179	–	–	0.96%	13
2014 Q1	$4.6M	Buy	157,179 +55,000	+54%	+$1.52M	1.06%	12
2013 Q4	$2.73M	Sell	102,179 -55,000	-35%	-$1.48M	0.74%	42
2013 Q3	$4.14M	Hold	157,179	–	–	0.94%	24
2013 Q2	$4.27M	Buy	+157,179	New	+$4.41M	1.02%	30

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

Opus Investment Management's CMS Position: Q1 2026 in Review

Opus Investment Management held its CMS Energy (CMS) position steady in Q1 2026 at 20,000 shares worth $1.55M. The position accounts for 0.93% of the portfolio, ranked #25.

Opus Investment Management first reported a position in CMS in Q2 2013 and has held it in 52 quarters since. The position peaked at $5.88M in Q1 2022. 799 funds tracked by Wall St. Rank hold CMS as of Q1 2026.

Opus Investment Management held 20,000 shares of CMS Energy worth $1.55M as of Q1 2026.
Opus Investment Management left its CMS Energy share count unchanged in Q1 2026.
CMS Energy made up 0.93% of Opus Investment Management's portfolio in Q1 2026, its #25 holding.
Opus Investment Management first reported a position in CMS Energy in Q2 2013 and has held it in 52 quarters since.
Opus Investment Management's CMS Energy position peaked at $5.88M in Q1 2022.
799 funds tracked by Wall St. Rank held CMS Energy as of Q1 2026.

Based on Opus Investment Management's 13F filing for Q1 2026, filed 13 May 2026.