SOMRS
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State of Michigan Retirement System’s CMS Energy CMS Stock Holding History

State of Michigan Retirement System’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 		$6.21M Buy
79,999
+300
+0.4% +$22.3K 0.03% 386
2025
Q4 		$5.57M Sell
79,699
-1,300
-2% -$94.5K 0.03% 403
2025
Q3 		$5.93M Sell
80,999
-300
-0.4% -$21.6K 0.03% 397
2025
Q2 		$5.63M Buy
81,299
+200
+0.2% +$14.3K 0.03% 400
2025
Q1 		$6.09M Hold
81,099
– – 0.04% 375
2024
Q4 		$5.41M Sell
81,099
-300
-0.4% -$20.6K 0.03% 407
2024
Q3 		$5.75M Sell
81,399
-400
-0.5% -$26.2K 0.03% 393
2024
Q2 		$4.87M Buy
81,799
+1,100
+1% +$66.6K 0.03% 416
2024
Q1 		$4.87M Buy
80,699
+800
+1% +$46.4K 0.03% 426
2023
Q4 		$4.64M Sell
79,899
-100
-0.1% -$5.58K 0.03% 421
2023
Q3 		$4.25M Sell
79,999
-200
-0.2% -$11.6K 0.03% 419
2023
Q2 		$4.71M Buy
80,199
+200
+0.3% +$12.1K 0.03% 413
2023
Q1 		$4.91M Buy
79,999
+1,100
+1% +$67.6K 0.03% 392
2022
Q4 		$5M Buy
78,899
+400
+0.5% +$23.6K 0.03% 382
2022
Q3 		$4.57M Buy
78,499
+100
+0.1% +$6.73K 0.03% 381
2022
Q2 		$5.29M Buy
78,399
+5,300
+7% +$366K 0.04% 357
2022
Q1 		$5.11M Buy
73,099
+114
+0.2% +$7.39K 0.03% 388
2021
Q4 		$4.75M Buy
72,985
+300
+0.4% +$18.4K 0.02% 430
2021
Q3 		$4.34M Sell
72,685
-100
-0.1% -$6.24K 0.02% 432
2021
Q2 		$4.3M Buy
72,785
+300
+0.4% +$18.7K 0.03% 453
2021
Q1 		$4.44M Buy
72,485
+500
+0.7% +$28.7K 0.03% 426
2020
Q4 		$4.39M Sell
71,985
-1,100
-2% -$68.8K 0.03% 406
2020
Q3 		$4.49M Hold
73,085
– – 0.04% 341
2020
Q2 		$4.27M Buy
73,085
+8,050
+12% +$466K 0.04% 333
2020
Q1 		$3.82M Sell
65,035
-3,600
-5% -$230K 0.04% 294
2019
Q4 		$4.31M Buy
68,635
+400
+0.6% +$24.9K 0.04% 351
2019
Q3 		$4.36M Buy
68,235
+300
+0.4% +$18.2K 0.04% 323
2019
Q2 		$3.93M Sell
67,935
-13,700
-17% -$769K 0.04% 346
2019
Q1 		$4.53M Buy
81,635
+500
+0.6% +$26.4K 0.04% 347
2018
Q4 		$4.03M Sell
81,135
-3,300
-4% -$167K 0.04% 345
2018
Q3 		$4.14M Buy
84,435
+800
+1% +$39K 0.03% 394
2018
Q2 		$3.95M Buy
83,635
+500
+0.6% +$22.6K 0.03% 392
2018
Q1 		$3.77M Buy
83,135
+500
+0.6% +$21.9K 0.03% 395
2017
Q4 		$3.91M Sell
82,635
-2,900
-3% -$140K 0.03% 388
2017
Q3 		$3.96M Sell
85,535
-6,600
-7% -$311K 0.03% 378
2017
Q2 		$4.26M Buy
92,135
+200
+0.2% +$9.25K 0.03% 382
2017
Q1 		$4.11M Buy
91,935
+700
+0.8% +$30.3K 0.03% 381
2016
Q4 		$3.8M Sell
91,235
-6,164
-6% -$252K 0.03% 407
2016
Q3 		$4.09M Buy
97,399
+400
+0.4% +$17.5K 0.03% 391
2016
Q2 		$4.45M Buy
96,999
+1,600
+2% +$67.2K 0.03% 360
2016
Q1 		$4.05M Buy
95,399
+600
+0.6% +$23.5K 0.03% 387
2015
Q4 		$3.42M Sell
94,799
-5,100
-5% -$182K 0.03% 432
2015
Q3 		$3.53M Sell
99,899
-7,100
-7% -$239K 0.03% 434
2015
Q2 		$3.41M Buy
106,999
+700
+0.7% +$23.5K 0.02% 499
2015
Q1 		$3.71M Sell
106,299
-239,000
-69% -$8.48M 0.03% 464
2014
Q4 		$12M Sell
345,299
-82,400
-19% -$2.69M 0.08% 199
2014
Q3 		$12.7M Sell
427,699
-37,700
-8% -$1.13M 0.09% 192
2014
Q2 		$14.5M Buy
465,399
+1,500
+0.3% +$44.6K 0.1% 177
2014
Q1 		$13.6M Buy
463,899
+800
+0.2% +$22.2K 0.1% 172
2013
Q4 		$12.4M Hold
463,099
– – 0.09% 180
2013
Q3 		$12.2M Buy
463,099
+200
+0% +$5.43K 0.11% 173
2013
Q2 		$12.6M Buy
+462,899
New +$13M 0.12% 156

Other funds holding CMS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T 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
DZ Bank Frankfurt Am Main, Germany $113B 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
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State of Michigan Retirement System's CMS Position: Q1 2026 in Review

State of Michigan Retirement System increased its CMS Energy (CMS) stake by 0.38% in Q1 2026, buying an estimated $22.3K and bringing the position to 79,999 shares worth $6.21M. The position accounts for 0.03% of the portfolio, ranked #386.

State of Michigan Retirement System first reported a position in CMS in Q2 2013 and has held it in 52 quarters since. The position peaked at $14.5M in Q2 2014. 799 funds tracked by Wall St. Rank hold CMS as of Q1 2026.

  • State of Michigan Retirement System held 79,999 shares of CMS Energy worth $6.21M as of Q1 2026.
  • State of Michigan Retirement System bought 300 CMS Energy shares in Q1 2026, an estimated $22.3K.
  • CMS Energy made up 0.03% of State of Michigan Retirement System's portfolio in Q1 2026, its #386 holding.
  • State of Michigan Retirement System first reported a position in CMS Energy in Q2 2013 and has held it in 52 quarters since.
  • State of Michigan Retirement System's CMS Energy position peaked at $14.5M in Q2 2014.
  • 799 funds tracked by Wall St. Rank held CMS Energy as of Q1 2026.

Based on State of Michigan Retirement System's 13F filing for Q1 2026, filed 4 May 2026.