Soroban Capital Partners’s CMS Energy CMS Stock Holding History

Soroban Capital Partners’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	$82.1M	Hold	1,058,781	–	–	0.59%	29
2025 Q4	$77.6M	Sell	1,058,781 -527,963	-33%	-$38.4M	0.57%	28
2025 Q3	$116M	Buy	1,586,744 +151,574	+11%	+$10.9M	0.96%	26
2025 Q2	$99.4M	Buy	1,435,170 +980,733	+216%	+$69.9M	0.97%	23
2025 Q1	$34.1M	Buy	+454,437	New	+$31.7M	0.48%	24
2024 Q4	–	Sell	-192,695	Closed	-$13.6M	–	25
2024 Q3	$13.6M	Sell	192,695 -1,250,508	-87%	-$82.1M	0.19%	24
2024 Q2	$85.9M	Buy	1,443,203 +561,901	+64%	+$34M	1.26%	19
2024 Q1	$53.2M	Buy	881,302 +453,500	+106%	+$26.3M	0.8%	18
2023 Q4	$24.8M	Buy	+427,802	New	+$23.9M	0.31%	27

Other funds holding CMS

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T 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 Frankfurt Am Main, Germany $110B AUM 36.92% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return