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 | – | Sell |
-700
| Closed | -$49K | – | 9195 |
|
|
2025
Q4 | $49K | Buy |
700
+600
| +600% | +$43.6K | ﹤0.01% | 5674 |
|
|
2025
Q3 | $7K | Sell |
100
-800
| -89% | -$57.5K | ﹤0.01% | 8086 |
|
|
2025
Q2 | $62K | Buy |
900
+800
| +800% | +$57K | ﹤0.01% | 5709 |
|
|
2025
Q1 | $7K | Sell |
100
-500
| -83% | -$34.9K | ﹤0.01% | 7301 |
|
|
2024
Q4 | $39K | Buy |
+600
| New | +$41.3K | ﹤0.01% | 6109 |
|
|
2024
Q2 | – | Sell |
-100
| Closed | -$6K | – | 8902 |
|
|
2024
Q1 | $6K | Sell |
100
-2,300
| -96% | -$133K | ﹤0.01% | 7895 |
|
|
2023
Q4 | $139K | Buy |
+2,400
| New | +$134K | ﹤0.01% | 5042 |
|
|
2023
Q3 | – | Sell |
-800
| Closed | -$47K | – | 8784 |
|
|
2023
Q2 | $47K | Buy |
+800
| New | +$48.3K | ﹤0.01% | 5906 |
|
|
2022
Q4 | – | Sell |
-800
| Closed | -$46K | – | 9326 |
|
|
2022
Q3 | $46K | Sell |
800
-100
| -11% | -$6.73K | ﹤0.01% | 6555 |
|
|
2022
Q2 | $60K | Sell |
900
-16,000
| -95% | -$1.1M | ﹤0.01% | 6239 |
|
|
2022
Q1 | $1.18M | Buy |
16,900
+16,500
| +4,125% | +$1.07M | ﹤0.01% | 2715 |
|
|
2021
Q4 | $26K | Sell |
400
-6,200
| -94% | -$381K | ﹤0.01% | 8072 |
|
|
2021
Q3 | $396K | Hold |
6,600
| – | – | ﹤0.01% | 4459 |
|
|
2021
Q2 | $389K | Buy |
6,600
+6,579
| +31,329% | +$409K | ﹤0.01% | 4552 |
|
|
2021
Q1 | $128K | Buy |
21
+2
| +11% | +$115 | ﹤0.01% | 5397 |
|
|
2020
Q4 | $115K | Buy |
19
+18
| +1,800% | +$1.13K | ﹤0.01% | 5299 |
|
|
2020
Q3 | $6K | Sell |
1
-3
| -75% | -$184 | ﹤0.01% | 7010 |
|
|
2020
Q2 | $23K | Sell |
4
-56
| -93% | -$3.24K | ﹤0.01% | 6104 |
|
|
2020
Q1 | $352K | Buy |
60
+58
| +2,900% | +$3.71K | ﹤0.01% | 2972 |
|
|
2019
Q4 | $12K | Buy |
+2
| New | +$125 | ﹤0.01% | 6276 |
|
|
2019
Q2 | – | Sell |
-494
| Closed | -$2.74M | – | 7174 |
|
|
2019
Q1 | $2.74M | Buy |
+494
| New | +$26K | 0.01% | 1094 |
|
|
2018
Q4 | – | Sell |
-6
| Closed | -$29K | – | 7080 |
|
|
2018
Q3 | $29K | Sell |
6
-14
| -70% | -$682 | ﹤0.01% | 5663 |
|
|
2018
Q2 | $94K | Sell |
20
-10
| -33% | -$452 | ﹤0.01% | 4363 |
|
|
2018
Q1 | $1K | Buy |
+30
| New | +$1.32K | ﹤0.01% | 5568 |
|
|
2017
Q4 | – | Sell |
-14
| Closed | -$3K | – | 6054 |
|
|
2017
Q3 | $3K | Buy |
+14
| New | +$661 | ﹤0.01% | 4744 |
|
|
2017
Q1 | – | Sell |
-62
| Closed | -$6K | – | 6205 |
|
|
2016
Q4 | $6K | Buy |
+62
| New | +$2.54K | ﹤0.01% | 4170 |
|
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.