Tredje AP-fonden’s CMS Energy CMS Stock Holding History

Tredje AP-fonden’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	$35.6M	Buy	465,446 +254,571	+121%	+$19.1M	0.16%	121
2026 Q1	$16.4M	Buy	210,875 +27,413	+15%	+$2.03M	0.09%	217
2025 Q4	$12.8M	Sell	183,462 -118,428	-39%	-$8.61M	0.1%	140
2025 Q3	$22.1M	Sell	301,890 -130,566	-30%	-$9.38M	0.18%	103
2025 Q2	$30M	Buy	432,456 +344,205	+390%	+$24.5M	0.24%	90
2025 Q1	$6.63M	Buy	88,251 +65,515	+288%	+$4.58M	0.06%	150
2024 Q4	$1.52M	Sell	22,736 -22,735	-50%	-$1.56M	0.01%	322
2024 Q3	$3.21M	Hold	45,471	–	–	0.03%	276
2024 Q2	$2.71M	Sell	45,471 -717	-2%	-$43.4K	0.03%	291
2024 Q1	$2.79M	Hold	46,188	–	–	0.03%	302
2023 Q4	$2.68M	Sell	46,188 -1,954	-4%	-$109K	0.03%	323
2023 Q3	$2.56M	Sell	48,142 -4,499	-9%	-$261K	0.04%	314
2023 Q2	$3.09M	Buy	+52,641	New	+$3.18M	0.04%	285
2019 Q1	–	Sell	-1	Closed	–	–	421
2018 Q4	$0	Hold	1	–	–	﹤0.01%	385
2018 Q3	$0	Hold	1	–	–	﹤0.01%	395
2018 Q2	$0	Hold	1	–	–	﹤0.01%	422
2018 Q1	$0	Hold	1	–	–	﹤0.01%	553
2017 Q4	$0	Hold	1	–	–	﹤0.01%	558
2017 Q3	$0	Hold	1	–	–	﹤0.01%	553
2017 Q2	$0	Hold	1	–	–	﹤0.01%	563
2017 Q1	$0	Hold	1	–	–	﹤0.01%	550
2016 Q4	$0	Sell	1 -19,199	-100%	-$785K	﹤0.01%	549
2016 Q3	$807K	Buy	19,200 +9,040	+89%	+$395K	0.04%	419
2016 Q2	$466K	Buy	+10,160	New	+$427K	0.02%	432

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

Tredje AP-fonden's CMS Position: Q2 2026 in Review

Tredje AP-fonden increased its CMS Energy (CMS) stake by 121% in Q2 2026, buying an estimated $19.1M and bringing the position to 465,446 shares worth $35.6M. The position accounts for 0.16% of the portfolio, ranked #121.

Tredje AP-fonden first reported a position in CMS in Q2 2016 and has held it in 24 quarters since. 820 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

Tredje AP-fonden held 465,446 shares of CMS Energy worth $35.6M as of Q2 2026.
Tredje AP-fonden bought 254,571 CMS Energy shares in Q2 2026, an estimated $19.1M.
CMS Energy made up 0.16% of Tredje AP-fonden's portfolio in Q2 2026, its #121 holding.
Tredje AP-fonden first reported a position in CMS Energy in Q2 2016 and has held it in 24 quarters since.
820 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Tredje AP-fonden's 13F filing for Q2 2026, filed 10 Aug 2026.