Susquehanna Portfolio Strategies’s CMS Energy CMS Stock Holding History

Susquehanna Portfolio Strategies’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 Q2	$5.04M	Buy	65,936 +33,038	+100%	+$2.48M	0.08%	279
2026 Q1	$2.55M	Sell	32,898 -16,814	-34%	-$1.25M	0.04%	442
2025 Q4	$3.48M	Sell	49,712 -51,933	-51%	-$3.78M	0.05%	375
2025 Q3	$7.45M	Buy	101,645 +26,211	+35%	+$1.88M	0.12%	238
2025 Q2	$5.23M	Buy	75,434 +50,558	+203%	+$3.6M	0.11%	217
2025 Q1	$1.87M	Buy	+24,876	New	+$1.74M	0.8%	27
2024 Q2	–	Sell	-4,800	Closed	-$290K	–	563
2024 Q1	$290K	Hold	4,800	–	–	0.01%	673
2023 Q4	$279K	Buy	+4,800	New	+$268K	0.01%	873

Other funds holding CMS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Susquehanna Portfolio Strategies's CMS Position: Q2 2026 in Review

Susquehanna Portfolio Strategies increased its CMS Energy (CMS) stake by 100% in Q2 2026, buying an estimated $2.48M and bringing the position to 65,936 shares worth $5.04M. The position accounts for 0.08% of the portfolio, ranked #279.

Susquehanna Portfolio Strategies first reported a position in CMS in Q4 2023 and has held it in 8 quarters since. The position peaked at $7.45M in Q3 2025. 816 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

Susquehanna Portfolio Strategies held 65,936 shares of CMS Energy worth $5.04M as of Q2 2026.
Susquehanna Portfolio Strategies bought 33,038 CMS Energy shares in Q2 2026, an estimated $2.48M.
CMS Energy made up 0.08% of Susquehanna Portfolio Strategies's portfolio in Q2 2026, its #279 holding.
Susquehanna Portfolio Strategies first reported a position in CMS Energy in Q4 2023 and has held it in 8 quarters since.
Susquehanna Portfolio Strategies's CMS Energy position peaked at $7.45M in Q3 2025.
816 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Susquehanna Portfolio Strategies's 13F filing for Q2 2026, filed 14 Aug 2026.