Ray Dalio
CMS icon

Ray Dalio’s CMS Energy CMS Stock Holding History

Ray Dalio’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 		$2.76M Sell
35,626
-30,463
-46% -$2.26M 0.01% 582
2025
Q4 		$4.62M Buy
66,089
+15,538
+31% +$1.13M 0.02% 555
2025
Q3 		$3.7M Buy
+50,551
New +$3.63M 0.01% 562
2023
Q1 		– Sell
-44,669
Closed -$2.83M – 756
2022
Q4 		$2.83M Buy
44,669
+18,189
+69% +$1.08M 0.02% 469
2022
Q3 		$1.54M Sell
26,480
-24,352
-48% -$1.64M 0.01% 614
2022
Q2 		$3.43M Buy
50,832
+16,222
+47% +$1.12M 0.01% 586
2022
Q1 		$2.42M Buy
34,610
+18,472
+114% +$1.2M 0.01% 632
2021
Q4 		$1.05M Buy
+16,138
New +$991K 0.01% 564
2020
Q3 		– Sell
-4,487
Closed -$262K – 448
2020
Q2 		$262K Sell
4,487
-4,097
-48% -$237K ﹤0.01% 348
2020
Q1 		$504K Buy
+8,584
New +$549K 0.01% 287
2019
Q1 		– Sell
-41,773
Closed -$2.07M – 349
2018
Q4 		$2.07M Buy
41,773
+36,875
+753% +$1.86M 0.02% 237
2018
Q3 		$240K Sell
4,898
-2,603
-35% -$127K ﹤0.01% 338
2018
Q2 		$355K Sell
7,501
-4,901
-40% -$221K ﹤0.01% 398
2018
Q1 		$562K Buy
+12,402
New +$544K 0.01% 380
2017
Q4 		– Sell
-25,542
Closed -$1.18M – 261
2017
Q3 		$1.18M Buy
+25,542
New +$1.21M 0.01% 210
2015
Q3 		– Sell
-15,239
Closed -$485K – 449
2015
Q2 		$485K Buy
+15,239
New +$512K ﹤0.01% 266
2014
Q4 		– Sell
-10,300
Closed -$305K – 354
2014
Q3 		$305K Buy
+10,300
New +$307K ﹤0.01% 326

Other funds holding CMS

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ray Dalio's CMS Position: Q1 2026 in Review

Ray Dalio reduced its CMS Energy (CMS) stake by 46% in Q1 2026, selling an estimated $2.26M and leaving 35,626 shares worth $2.76M. The position accounts for 0.01% of the portfolio, ranked #582.

Ray Dalio first reported a position in CMS in Q3 2014 and has held it in 17 quarters since. The position peaked at $4.62M in Q4 2025. 801 funds tracked by Wall St. Rank hold CMS as of Q1 2026.

  • Ray Dalio held 35,626 shares of CMS Energy worth $2.76M as of Q1 2026.
  • Ray Dalio sold 30,463 CMS Energy shares in Q1 2026, an estimated $2.26M.
  • CMS Energy made up 0.01% of Ray Dalio's portfolio in Q1 2026, its #582 holding.
  • Ray Dalio first reported a position in CMS Energy in Q3 2014 and has held it in 17 quarters since.
  • Ray Dalio's CMS Energy position peaked at $4.62M in Q4 2025.
  • 801 funds tracked by Wall St. Rank held CMS Energy as of Q1 2026.

Based on Bridgewater Associates's 13F filing for Q1 2026, filed 15 May 2026.