SEI Investments’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $12.9M | Buy |
169,266
+81,448
| +93% | +$6.1M | 0.01% | 1005 |
|
|
2026
Q1 | $6.81M | Sell |
87,818
-1,314
| -1% | -$97.5K | 0.01% | 1341 |
|
|
2025
Q4 | $6.23M | Buy |
89,132
+11,513
| +15% | +$837K | 0.01% | 1281 |
|
|
2025
Q3 | $5.69M | Sell |
77,619
-8,156
| -10% | -$586K | 0.01% | 1252 |
|
|
2025
Q2 | $5.94M | Sell |
85,775
-11,168
| -12% | -$796K | 0.01% | 1195 |
|
|
2025
Q1 | $7.28M | Buy |
96,943
+228
| +0.2% | +$15.9K | 0.01% | 1115 |
|
|
2024
Q4 | $6.45M | Sell |
96,715
-8,723
| -8% | -$600K | 0.01% | 1178 |
|
|
2024
Q3 | $7.45M | Sell |
105,438
-181,085
| -63% | -$11.9M | 0.01% | 1106 |
|
|
2024
Q2 | $17.1M | Sell |
286,523
-3,946
| -1% | -$239K | 0.02% | 668 |
|
|
2024
Q1 | $17.5M | Sell |
290,469
-8,639
| -3% | -$501K | 0.03% | 657 |
|
|
2023
Q4 | $17.4M | Buy |
299,108
+56,322
| +23% | +$3.15M | 0.03% | 631 |
|
|
2023
Q3 | $12.9M | Buy |
242,786
+141,133
| +139% | +$8.17M | 0.02% | 719 |
|
|
2023
Q2 | $5.97M | Sell |
101,653
-2,212
| -2% | -$133K | 0.01% | 1115 |
|
|
2023
Q1 | $6.38M | Buy |
103,865
+10,483
| +11% | +$644K | 0.01% | 1057 |
|
|
2022
Q4 | $5.91M | Sell |
93,382
-33,334
| -26% | -$1.97M | 0.01% | 973 |
|
|
2022
Q3 | $7.38M | Buy |
126,716
+111,181
| +716% | +$7.48M | 0.02% | 898 |
|
|
2022
Q2 | $1.05M | Buy |
15,535
+7,720
| +99% | +$533K | ﹤0.01% | 1810 |
|
|
2022
Q1 | $548K | Sell |
7,815
-93,414
| -92% | -$6.06M | ﹤0.01% | 2036 |
|
|
2021
Q4 | $6.58M | Buy |
101,229
+6,477
| +7% | +$398K | 0.01% | 992 |
|
|
2021
Q3 | $5.66M | Sell |
94,752
-30,380
| -24% | -$1.9M | 0.01% | 1018 |
|
|
2021
Q2 | $7.39M | Buy |
125,132
+47,443
| +61% | +$2.95M | 0.02% | 886 |
|
|
2021
Q1 | $4.76M | Sell |
77,689
-123,170
| -61% | -$7.08M | 0.01% | 1045 |
|
|
2020
Q4 | $12.3M | Buy |
200,859
+1,419
| +0.7% | +$88.7K | 0.03% | 547 |
|
|
2020
Q3 | $12.2M | Sell |
199,440
-23,635
| -11% | -$1.45M | 0.04% | 464 |
|
|
2020
Q2 | $13M | Buy |
223,075
+22,189
| +11% | +$1.28M | 0.04% | 440 |
|
|
2020
Q1 | $11.9M | Buy |
200,886
+51,888
| +35% | +$3.32M | 0.04% | 410 |
|
|
2019
Q4 | $9.46M | Sell |
148,998
-57,446
| -28% | -$3.58M | 0.03% | 608 |
|
|
2019
Q3 | $13.1M | Sell |
206,444
-4,516
| -2% | -$274K | 0.03% | 468 |
|
|
2019
Q2 | $12.1M | Buy |
210,960
+9,490
| +5% | +$533K | 0.04% | 492 |
|
|
2019
Q1 | $11.1M | Buy |
201,470
+27,725
| +16% | +$1.46M | 0.04% | 510 |
|
|
2018
Q4 | $8.41M | Buy |
173,745
+5,374
| +3% | +$271K | 0.03% | 634 |
|
|
2018
Q3 | $8.22M | Sell |
168,371
-59,589
| -26% | -$2.9M | 0.03% | 625 |
|
|
2018
Q2 | $10.8M | Buy |
227,960
+8,020
| +4% | +$362K | 0.04% | 539 |
|
|
2018
Q1 | $9.96M | Sell |
219,940
-19,468
| -8% | -$854K | 0.04% | 516 |
|
|
2017
Q4 | $11.3M | Buy |
239,408
+13,800
| +6% | +$668K | 0.04% | 561 |
|
|
2017
Q3 | $10.4M | Buy |
225,608
+16,563
| +8% | +$782K | 0.04% | 575 |
|
|
2017
Q2 | $9.67M | Sell |
209,045
-10,444
| -5% | -$483K | 0.04% | 566 |
|
|
2017
Q1 | $9.82M | Buy |
219,489
+25,875
| +13% | +$1.12M | 0.04% | 518 |
|
|
2016
Q4 | $8.06M | Buy |
193,614
+8,657
| +5% | +$354K | 0.04% | 571 |
|
|
2016
Q3 | $7.77M | Buy |
184,957
+18,102
| +11% | +$790K | 0.04% | 524 |
|
|
2016
Q2 | $7.65M | Buy |
166,855
+45,326
| +37% | +$1.9M | 0.05% | 500 |
|
|
2016
Q1 | $5.16M | Sell |
121,529
-60,983
| -33% | -$2.39M | 0.03% | 613 |
|
|
2015
Q4 | $6.59M | Sell |
182,512
-16,099
| -8% | -$574K | 0.04% | 552 |
|
|
2015
Q3 | $7.01M | Sell |
198,611
-27,234
| -12% | -$919K | 0.06% | 362 |
|
|
2015
Q2 | $7.19M | Buy |
225,845
+66,075
| +41% | +$2.22M | 0.07% | 361 |
|
|
2015
Q1 | $5.58M | Buy |
159,770
+9,691
| +6% | +$344K | 0.05% | 426 |
|
|
2014
Q4 | $5.21M | Buy |
+150,079
| New | +$4.9M | 0.05% | 424 |
|
Other funds holding CMS
SEI Investments's CMS Position: Q2 2026 in Review
SEI Investments increased its CMS Energy (CMS) stake by 93% in Q2 2026, buying an estimated $6.1M and bringing the position to 169,266 shares worth $12.9M. The position accounts for 0.01% of the portfolio, ranked #1005.
SEI Investments first reported a position in CMS in Q4 2014 and has held it in 47 quarters since. The position peaked at $17.5M in Q1 2024. 816 funds tracked by Wall St. Rank hold CMS as of Q2 2026.
- SEI Investments held 169,266 shares of CMS Energy worth $12.9M as of Q2 2026.
- SEI Investments bought 81,448 CMS Energy shares in Q2 2026, an estimated $6.1M.
- CMS Energy made up 0.01% of SEI Investments's portfolio in Q2 2026, its #1005 holding.
- SEI Investments first reported a position in CMS Energy in Q4 2014 and has held it in 47 quarters since.
- SEI Investments's CMS Energy position peaked at $17.5M in Q1 2024.
- 816 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.
Based on SEI Investments's 13F filing for Q2 2026, filed 14 Aug 2026.