QIM
CMS icon

Quantitative Investment Management’s CMS Energy CMS Stock Holding History

Quantitative 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
2025
Q1 		– Sell
-12,185
Closed -$812K – 353
2024
Q4 		$812K Buy
+12,185
New +$838K 0.06% 217
2021
Q3 		– Sell
-13,825
Closed -$816K – 409
2021
Q2 		$816K Buy
13,825
+9,952
+257% +$619K 0.07% 225
2021
Q1 		$237K Buy
3,873
+13
+0.3% +$747 0.02% 438
2020
Q4 		$235K Sell
3,860
-37,638
-91% -$2.35M 0.02% 416
2020
Q3 		$2.55M Buy
41,498
+18,347
+79% +$1.12M 0.22% 91
2020
Q2 		$1.35M Sell
23,151
-23,133
-50% -$1.34M 0.14% 167
2020
Q1 		$2.72M Buy
46,284
+20,875
+82% +$1.34M 0.3% 87
2019
Q4 		$1.6M Buy
+25,409
New +$1.58M 0.05% 359
2019
Q3 		– Sell
-22,697
Closed -$1.31M – 615
2019
Q2 		$1.31M Buy
+22,697
New +$1.27M 0.05% 369
2018
Q4 		– Sell
-30,100
Closed -$1.47M – 600
2018
Q3 		$1.47M Buy
+30,100
New +$1.47M 0.05% 237
2018
Q1 		– Sell
-169,500
Closed -$8.02M – 769
2017
Q4 		$8.02M Sell
169,500
-108,200
-39% -$5.24M 0.12% 195
2017
Q3 		$12.9M Buy
277,700
+185,100
+200% +$8.74M 0.15% 180
2017
Q2 		$4.28M Sell
92,600
-217,700
-70% -$10.1M 0.06% 359
2017
Q1 		$13.9M Buy
310,300
+235,400
+314% +$10.2M 0.21% 111
2016
Q4 		$3.12M Sell
74,900
-46,300
-38% -$1.89M 0.08% 377
2016
Q3 		$5.09M Sell
121,200
-16,300
-12% -$712K 0.17% 154
2016
Q2 		$6.3M Buy
+137,500
New +$5.78M 0.29% 94
2016
Q1 		– Sell
-46,700
Closed -$1.68M – 788
2015
Q4 		$1.68M Buy
+46,700
New +$1.66M 0.1% 252
2015
Q2 		– Sell
-56,800
Closed -$1.98M – 489
2015
Q1 		$1.98M Buy
+56,800
New +$2.02M 0.19% 107
2014
Q3 		– Sell
-10,200
Closed -$317K – 367
2014
Q2 		$317K Buy
+10,200
New +$304K 0.06% 314

Other funds holding CMS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Quantitative Investment Management's CMS Position: Q1 2025 in Review

Quantitative Investment Management sold out of CMS Energy (CMS) in Q1 2025, closing a stake of 12,185 shares — an estimated $812K sold.

Quantitative Investment Management first reported a position in CMS in Q2 2014 and held it in 20 quarters. The position peaked at $13.9M in Q1 2017. 733 funds tracked by Wall St. Rank hold CMS as of Q1 2025.

  • Quantitative Investment Management reported no remaining CMS Energy position as of Q1 2025 after selling out during the quarter.
  • Quantitative Investment Management sold 12,185 CMS Energy shares in Q1 2025, an estimated $812K.
  • Quantitative Investment Management first reported a position in CMS Energy in Q2 2014 and held it in 20 quarters.
  • Quantitative Investment Management's CMS Energy position peaked at $13.9M in Q1 2017.
  • 733 funds tracked by Wall St. Rank held CMS Energy as of Q1 2025.

Based on Quantitative Investment Management's 13F filing for Q1 2025, filed 14 May 2025.