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Susquehanna Fundamental Investments’s CMS Energy CMS Stock Holding History

Susquehanna Fundamental Investments’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 		– Sell
-110,406
Closed -$7.72M – 521
2025
Q4 		$7.72M Sell
110,406
-33,378
-23% -$2.43M 0.26% 104
2025
Q3 		$10.5M Sell
143,784
-38,525
-21% -$2.77M 0.41% 64
2025
Q2 		$12.6M Sell
182,309
-99,560
-35% -$7.09M 0.34% 89
2025
Q1 		$21.2M Sell
281,869
-33,724
-11% -$2.36M 0.3% 71
2024
Q4 		$21M Buy
+315,593
New +$21.7M 0.3% 72
2024
Q2 		$18.7M Buy
313,493
+19,349
+7% +$1.17M 0.43% 62
2024
Q1 		$17.7M Buy
+294,144
New +$17M 0.83% 22
2023
Q4 		– Sell
-258,291
Closed -$13.7M – 127
2023
Q3 		$13.7M Sell
258,291
-15,143
-6% -$877K 0.89% 29
2023
Q2 		$16.1M Hold
273,434
– – 0.59% 37
2023
Q1 		$16.8M Sell
273,434
-55,523
-17% -$3.41M 0.39% 62
2022
Q4 		$20.8M Buy
328,957
+323,469
+5,894% +$19.1M 0.36% 64
2022
Q3 		$320K Buy
+5,488
New +$369K 0.01% 1140
2022
Q1 		$12.8M Buy
182,709
+4,400
+2% +$285K 0.25% 85
2021
Q4 		$11.6M Sell
178,309
-30,435
-15% -$1.87M 0.3% 71
2021
Q3 		$12.5M Buy
208,744
+115,819
+125% +$7.23M 0.23% 106
2021
Q2 		$5.49M Buy
+92,925
New +$5.78M 0.1% 274
2020
Q4 		– Sell
-219,167
Closed -$13.5M – 1510
2020
Q3 		$13.5M Buy
219,167
+163,793
+296% +$10M 0.4% 29
2020
Q2 		$3.23M Buy
55,374
+32,800
+145% +$1.9M 0.15% 167
2020
Q1 		$1.33M Sell
22,574
-54,100
-71% -$3.46M 0.26% 106
2019
Q4 		$4.82M Sell
76,674
-28,526
-27% -$1.78M 0.63% 40
2019
Q3 		$6.73M Hold
105,200
– – 0.82% 30
2019
Q2 		$6.09M Hold
105,200
– – 0.71% 37
2019
Q1 		$5.84M Buy
105,200
+52,500
+100% +$2.77M 0.67% 47
2018
Q4 		$2.62M Buy
+52,700
New +$2.66M 0.46% 77
2018
Q2 		– Sell
-68,800
Closed -$3.12M – 402
2018
Q1 		$3.12M Buy
+68,800
New +$3.02M 0.37% 83

Other funds holding CMS

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Susquehanna Fundamental Investments's CMS Position: Q1 2026 in Review

Susquehanna Fundamental Investments sold out of CMS Energy (CMS) in Q1 2026, closing a stake of 110,406 shares — an estimated $7.72M sold.

Susquehanna Fundamental Investments first reported a position in CMS in Q1 2018 and held it in 25 quarters. The position peaked at $21.2M in Q1 2025. 801 funds tracked by Wall St. Rank hold CMS as of Q1 2026.

  • Susquehanna Fundamental Investments reported no remaining CMS Energy position as of Q1 2026 after selling out during the quarter.
  • Susquehanna Fundamental Investments sold 110,406 CMS Energy shares in Q1 2026, an estimated $7.72M.
  • Susquehanna Fundamental Investments first reported a position in CMS Energy in Q1 2018 and held it in 25 quarters.
  • Susquehanna Fundamental Investments's CMS Energy position peaked at $21.2M in Q1 2025.
  • 801 funds tracked by Wall St. Rank held CMS Energy as of Q1 2026.

Based on Susquehanna Fundamental Investments's 13F filing for Q1 2026, filed 15 May 2026.