TwinBeech Capital’s CMS Energy CMS Stock Holding History

TwinBeech Capital’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	-10,803	Closed	-$755K	–	607
2025 Q4	$755K	Sell	10,803 -40,514	-79%	-$2.95M	0.05%	346
2025 Q3	$3.76M	Buy	+51,317	New	+$3.69M	0.15%	173
2024 Q3	–	Sell	-58,698	Closed	-$3.49M	–	697
2024 Q2	$3.49M	Buy	+58,698	New	+$3.55M	0.07%	263
2023 Q4	–	Sell	-10,608	Closed	-$563K	–	678
2023 Q3	$563K	Buy	+10,608	New	+$614K	0.01%	535
2023 Q2	–	Sell	-49,597	Closed	-$3.04M	–	635
2023 Q1	$3.04M	Buy	+49,597	New	+$3.05M	0.06%	317
2022 Q4	–	Sell	-137,477	Closed	-$8.01M	–	729
2022 Q3	$8.01M	Buy	+137,477	New	+$9.25M	0.21%	131
2021 Q3	–	Sell	-41,349	Closed	-$2.44M	–	607
2021 Q2	$2.44M	Buy	+41,349	New	+$2.57M	0.3%	108

Other funds holding CMS

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TwinBeech Capital's CMS Position: Q1 2026 in Review

TwinBeech Capital sold out of CMS Energy (CMS) in Q1 2026, closing a stake of 10,803 shares — an estimated $755K sold.

TwinBeech Capital first reported a position in CMS in Q2 2021 and held it in 7 quarters. The position peaked at $8.01M in Q3 2022. 799 funds tracked by Wall St. Rank hold CMS as of Q1 2026.

TwinBeech Capital reported no remaining CMS Energy position as of Q1 2026 after selling out during the quarter.
TwinBeech Capital sold 10,803 CMS Energy shares in Q1 2026, an estimated $755K.
TwinBeech Capital first reported a position in CMS Energy in Q2 2021 and held it in 7 quarters.
TwinBeech Capital's CMS Energy position peaked at $8.01M in Q3 2022.
799 funds tracked by Wall St. Rank held CMS Energy as of Q1 2026.

Based on TwinBeech Capital's 13F filing for Q1 2026, filed 15 May 2026.