Simplex Trading’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
Q1 | $54.3K | Sell |
700
-600
| -46% | -$44.5K | ﹤0.01% | 5794 |
|
|
2025
Q4 | $90.9K | Sell |
1,300
-8,600
| -87% | -$625K | ﹤0.01% | 5089 |
|
|
2025
Q3 | $725K | Sell |
9,900
-38,200
| -79% | -$2.74M | ﹤0.01% | 3377 |
|
|
2025
Q2 | $3.33M | Buy |
48,100
+46,200
| +2,432% | +$3.29M | ﹤0.01% | 1679 |
|
|
2025
Q1 | $142K | Sell |
1,900
-600
| -24% | -$41.9K | ﹤0.01% | 4682 |
|
|
2024
Q4 | $166K | Buy |
2,500
+1,900
| +317% | +$131K | ﹤0.01% | 4692 |
|
|
2024
Q3 | $42K | Sell |
600
-300
| -33% | -$19.7K | ﹤0.01% | 6029 |
|
|
2024
Q2 | $53K | Sell |
900
-1,800
| -67% | -$109K | ﹤0.01% | 6026 |
|
|
2024
Q1 | $162K | Buy |
2,700
+1,200
| +80% | +$69.5K | ﹤0.01% | 5069 |
|
|
2023
Q4 | $87K | Buy |
1,500
+1,000
| +200% | +$55.8K | ﹤0.01% | 5524 |
|
|
2023
Q3 | $26K | Hold |
500
| – | – | ﹤0.01% | 6380 |
|
|
2023
Q2 | $29K | Sell |
500
-4,900
| -91% | -$296K | ﹤0.01% | 6383 |
|
|
2023
Q1 | $331K | Buy |
5,400
+2,400
| +80% | +$148K | ﹤0.01% | 3709 |
|
|
2022
Q4 | $189K | Sell |
3,000
-12,400
| -81% | -$733K | ﹤0.01% | 4297 |
|
|
2022
Q3 | $896K | Buy |
15,400
+13,400
| +670% | +$901K | ﹤0.01% | 2779 |
|
|
2022
Q2 | $135K | Sell |
2,000
-2,500
| -56% | -$173K | ﹤0.01% | 5150 |
|
|
2022
Q1 | $314K | Buy |
4,500
+4,200
| +1,400% | +$272K | ﹤0.01% | 4482 |
|
|
2021
Q4 | $19K | Sell |
300
-400
| -57% | -$24.6K | ﹤0.01% | 8392 |
|
|
2021
Q3 | $42K | Hold |
700
| – | – | ﹤0.01% | 7717 |
|
|
2021
Q2 | $41K | Buy |
+700
| New | +$43.5K | ﹤0.01% | 7888 |
|
|
2021
Q1 | – | Sell |
-21
| Closed | -$128K | – | 8947 |
|
|
2020
Q4 | $128K | Sell |
21
-40
| -66% | -$2.5K | ﹤0.01% | 5170 |
|
|
2020
Q3 | $374K | Sell |
61
-251
| -80% | -$15.4K | ﹤0.01% | 3347 |
|
|
2020
Q2 | $1.82M | Buy |
312
+299
| +2,300% | +$17.3K | ﹤0.01% | 1584 |
|
|
2020
Q1 | $76K | Buy |
13
+10
| +333% | +$640 | ﹤0.01% | 4665 |
|
|
2019
Q4 | $18K | Buy |
3
+2
| +200% | +$125 | ﹤0.01% | 6015 |
|
|
2019
Q3 | $6K | Sell |
1
-423
| -100% | -$25.7K | ﹤0.01% | 6510 |
|
|
2019
Q2 | $2.46M | Sell |
424
-158
| -27% | -$8.87K | 0.01% | 1160 |
|
|
2019
Q1 | $3.23M | Buy |
+582
| New | +$30.7K | 0.01% | 982 |
|
|
2018
Q4 | – | Sell |
-2
| Closed | -$9K | – | 7079 |
|
|
2018
Q3 | $9K | Buy |
+2
| New | +$97 | ﹤0.01% | 6455 |
|
|
2018
Q2 | – | Sell |
-130
| Closed | -$19K | – | 7409 |
|
|
2018
Q1 | $19K | Buy |
+130
| New | +$5.7K | ﹤0.01% | 3405 |
|
|
2017
Q2 | – | Sell |
-62
| Closed | -$3K | – | 6167 |
|
|
2017
Q1 | $3K | Buy |
+62
| New | +$2.69K | ﹤0.01% | 4949 |
|
|
2016
Q3 | – | Sell |
-8
| Closed | -$2K | – | 5858 |
|
|
2016
Q2 | $2K | Sell |
8
-36
| -82% | -$1.51K | ﹤0.01% | 4885 |
|
|
2016
Q1 | $10K | Buy |
+44
| New | +$1.72K | ﹤0.01% | 3443 |
|
|
2015
Q3 | – | Sell |
-450
| Closed | -$7K | – | 5566 |
|
|
2015
Q2 | $7K | Buy |
+450
| New | +$15.1K | ﹤0.01% | 3345 |
|
Other funds holding CMS
VCM
VPM
Simplex Trading's CMS Position: Q1 2026 in Review
Simplex Trading reduced its CMS Energy (CMS) stake by 77% in Q1 2026, selling an estimated $280K and leaving 1,104 shares worth $85.6K. The position accounts for ﹤0.01% of the portfolio, ranked #5277.
Simplex Trading first reported a position in CMS in Q3 2017 and has held it in 20 quarters since. The position peaked at $711K in Q3 2021. 799 funds tracked by Wall St. Rank hold CMS as of Q1 2026.
- Simplex Trading held 1,104 shares of CMS Energy worth $85.6K as of Q1 2026.
- Simplex Trading sold 3,772 CMS Energy shares in Q1 2026, an estimated $280K.
- CMS Energy made up ﹤0.01% of Simplex Trading's portfolio in Q1 2026, its #5277 holding.
- Simplex Trading first reported a position in CMS Energy in Q3 2017 and has held it in 20 quarters since.
- Simplex Trading's CMS Energy position peaked at $711K in Q3 2021.
- 799 funds tracked by Wall St. Rank held CMS Energy as of Q1 2026.
Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.