Swiss Life Asset Management’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
Q2 | $6.65M | Buy |
86,981
+11,439
| +15% | +$857K | 0.03% | 405 |
|
|
2026
Q1 | $5.86M | Sell |
75,542
-4,767
| -6% | -$354K | 0.03% | 383 |
|
|
2025
Q4 | $5.62M | Buy |
80,309
+5,757
| +8% | +$419K | 0.03% | 383 |
|
|
2025
Q3 | $5.46M | Buy |
74,552
+28,577
| +62% | +$2.05M | 0.03% | 380 |
|
|
2025
Q2 | $3.19M | Buy |
45,975
+3,144
| +7% | +$224K | 0.02% | 471 |
|
|
2025
Q1 | $3.22M | Sell |
42,831
-37,540
| -47% | -$2.62M | 0.02% | 414 |
|
|
2024
Q4 | $5.35M | Buy |
80,371
+62,635
| +353% | +$4.31M | 0.04% | 303 |
|
|
2024
Q3 | $1.25M | Buy |
17,736
+7,067
| +66% | +$464K | 0.01% | 440 |
|
|
2024
Q2 | $635K | Buy |
+10,669
| New | +$646K | 0.01% | 472 |
|
|
2024
Q1 | – | Sell |
-20,123
| Closed | -$1.17M | – | 556 |
|
|
2023
Q4 | $1.17M | Buy |
20,123
+8,825
| +78% | +$493K | 0.01% | 481 |
|
|
2023
Q3 | $600K | Sell |
11,298
-31,538
| -74% | -$1.83M | 0.01% | 571 |
|
|
2023
Q2 | $2.52M | Buy |
42,836
+5,559
| +15% | +$335K | 0.04% | 448 |
|
|
2023
Q1 | $2.29M | Buy |
37,277
+31,239
| +517% | +$1.92M | 0.03% | 474 |
|
|
2022
Q4 | $383K | Buy |
6,038
+276
| +5% | +$16.3K | 0.01% | 553 |
|
|
2022
Q3 | $336K | Sell |
5,762
-114
| -2% | -$7.67K | 0.01% | 545 |
|
|
2022
Q2 | $397K | Sell |
5,876
-15,699
| -73% | -$1.08M | 0.01% | 544 |
|
|
2022
Q1 | $1.51M | Buy |
+21,575
| New | +$1.4M | 0.02% | 443 |
|
|
2021
Q3 | – | Sell |
-18,494
| Closed | -$2.47M | – | 551 |
|
|
2021
Q2 | $2.47M | Buy |
18,494
+11,869
| +179% | +$738K | 0.03% | 419 |
|
|
2021
Q1 | $406K | Sell |
6,625
-52,518
| -89% | -$3.02M | 0.01% | 477 |
|
|
2020
Q4 | $3.61M | Buy |
+59,143
| New | +$3.7M | 0.05% | 357 |
|
|
2020
Q2 | – | Sell |
-47,457
| Closed | -$2.79M | – | 511 |
|
|
2020
Q1 | $2.79M | Buy |
47,457
+16,880
| +55% | +$1.08M | 0.05% | 229 |
|
|
2019
Q4 | $1.92M | Sell |
30,577
-5,481
| -15% | -$342K | 0.04% | 355 |
|
|
2019
Q3 | $2.31M | Buy |
+36,058
| New | +$2.19M | 0.03% | 326 |
|
|
2019
Q1 | – | Sell |
-129,605
| Closed | -$6.43M | – | 499 |
|
|
2018
Q4 | $6.43M | Sell |
129,605
-59,090
| -31% | -$2.98M | 0.13% | 135 |
|
|
2018
Q3 | $9.25M | Buy |
188,695
+157,332
| +502% | +$7.67M | 0.12% | 148 |
|
|
2018
Q2 | $1.48M | Buy |
+31,363
| New | +$1.42M | 0.02% | 353 |
|
|
2018
Q1 | – | Sell |
-22,020
| Closed | -$1.04M | – | 495 |
|
|
2017
Q4 | $1.04M | Sell |
22,020
-1,404
| -6% | -$68K | 0.02% | 341 |
|
|
2017
Q3 | $1.08M | Buy |
23,424
+1,756
| +8% | +$82.9K | 0.03% | 314 |
|
|
2017
Q2 | $1M | Buy |
21,668
+7,467
| +53% | +$345K | 0.03% | 331 |
|
|
2017
Q1 | $635K | Sell |
14,201
-7,362
| -34% | -$319K | 0.02% | 367 |
|
|
2016
Q4 | $897K | Buy |
+21,563
| New | +$882K | 0.03% | 259 |
|
|
2016
Q3 | – | Sell |
-6,930
| Closed | -$317K | – | 416 |
|
|
2016
Q2 | $317K | Sell |
6,930
-20,592
| -75% | -$865K | 0.01% | 293 |
|
|
2016
Q1 | $1.17M | Buy |
+27,522
| New | +$1.08M | 0.05% | 169 |
|
Other funds holding CMS
Swiss Life Asset Management's CMS Position: Q2 2026 in Review
Swiss Life Asset Management increased its CMS Energy (CMS) stake by 15% in Q2 2026, buying an estimated $857K and bringing the position to 86,981 shares worth $6.65M. The position accounts for 0.03% of the portfolio, ranked #405.
Swiss Life Asset Management first reported a position in CMS in Q1 2016 and has held it in 33 quarters since. The position peaked at $9.25M in Q3 2018. 574 funds tracked by Wall St. Rank hold CMS as of Q2 2026.
- Swiss Life Asset Management held 86,981 shares of CMS Energy worth $6.65M as of Q2 2026.
- Swiss Life Asset Management bought 11,439 CMS Energy shares in Q2 2026, an estimated $857K.
- CMS Energy made up 0.03% of Swiss Life Asset Management's portfolio in Q2 2026, its #405 holding.
- Swiss Life Asset Management first reported a position in CMS Energy in Q1 2016 and has held it in 33 quarters since.
- Swiss Life Asset Management's CMS Energy position peaked at $9.25M in Q3 2018.
- 574 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.
Based on Swiss Life Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.