Simplex Trading
CMS icon

Simplex Trading’s CMS Energy CMS Stock Holding History

Simplex Trading’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
Q2 		$98.3K Buy
1,285
+181
+16% +$13.6K ﹤0.01% 5565
2026
Q1 		$85.6K Sell
1,104
-3,772
-77% -$280K ﹤0.01% 5277
2025
Q4 		$341K Buy
4,876
+4,291
+734% +$312K ﹤0.01% 3694
2025
Q3 		$42K Buy
+585
New +$42K ﹤0.01% 6620
2025
Q2 		– Sell
-8,522
Closed -$607K – 8765
2025
Q1 		$640K Buy
+8,522
New +$595K ﹤0.01% 3127
2024
Q4 		– Sell
-1,273
Closed -$87.6K – 8629
2024
Q3 		$89K Buy
1,273
+71
+6% +$4.66K ﹤0.01% 5350
2024
Q2 		$71K Sell
1,202
-1,782
-60% -$108K ﹤0.01% 5725
2024
Q1 		$180K Sell
2,984
-2,202
-42% -$128K ﹤0.01% 4975
2023
Q4 		$301K Buy
+5,186
New +$290K ﹤0.01% 4218
2022
Q2 		– Sell
-506
Closed -$34.9K – 10065
2022
Q1 		$35K Sell
506
-4,796
-90% -$311K ﹤0.01% 7598
2021
Q4 		$344K Sell
5,302
-6,536
-55% -$401K ﹤0.01% 4355
2021
Q3 		$711K Buy
11,838
+495
+4% +$30.9K ﹤0.01% 3579
2021
Q2 		$670K Buy
11,343
+4,138
+57% +$257K ﹤0.01% 3724
2021
Q1 		$441K Buy
7,205
+5,528
+330% +$318K ﹤0.01% 3547
2020
Q4 		$102K Buy
+1,677
New +$105K ﹤0.01% 5425
2020
Q2 		– Sell
-1,090
Closed -$63.1K – 7680
2020
Q1 		$64K Buy
1,090
+867
+389% +$55.5K ﹤0.01% 4876
2019
Q4 		$14K Sell
223
-6,912
-97% -$431K ﹤0.01% 6179
2019
Q3 		$456K Buy
+7,135
New +$433K ﹤0.01% 2716
2018
Q3 		– Sell
-155
Closed -$7.55K – 7463
2018
Q2 		$7K Buy
+155
New +$7K ﹤0.01% 6519
2018
Q1 		– Sell
-712
Closed -$31.2K – 6223
2017
Q4 		$33K Sell
712
-38
-5% -$1.84K ﹤0.01% 2828
2017
Q3 		$34K Buy
+750
New +$35.4K ﹤0.01% 2646

Other funds holding CMS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Simplex Trading's CMS Position: Q2 2026 in Review

Simplex Trading increased its CMS Energy (CMS) stake by 16% in Q2 2026, buying an estimated $13.6K and bringing the position to 1,285 shares worth $98.3K. The position accounts for ﹤0.01% of the portfolio, ranked #5565.

Simplex Trading first reported a position in CMS in Q3 2017 and has held it in 21 quarters since. The position peaked at $711K in Q3 2021. 820 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Simplex Trading held 1,285 shares of CMS Energy worth $98.3K as of Q2 2026.
  • Simplex Trading bought 181 CMS Energy shares in Q2 2026, an estimated $13.6K.
  • CMS Energy made up ﹤0.01% of Simplex Trading's portfolio in Q2 2026, its #5565 holding.
  • Simplex Trading first reported a position in CMS Energy in Q3 2017 and has held it in 21 quarters since.
  • Simplex Trading's CMS Energy position peaked at $711K in Q3 2021.
  • 820 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.