UBS Group’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 | $130M | Sell |
1,703,575
-182,496
| -10% | -$13.7M | 0.02% | 942 |
|
|
2026
Q1 | $146M | Buy |
1,886,071
+723,783
| +62% | +$53.7M | 0.02% | 782 |
|
|
2025
Q4 | $81.3M | Sell |
1,162,288
-639,846
| -36% | -$46.5M | 0.01% | 1175 |
|
|
2025
Q3 | $132M | Sell |
1,802,134
-515,867
| -22% | -$37.1M | 0.02% | 832 |
|
|
2025
Q2 | $161M | Buy |
2,318,001
+580,591
| +33% | +$41.4M | 0.03% | 651 |
|
|
2025
Q1 | $130M | Buy |
1,737,410
+522,575
| +43% | +$36.5M | 0.02% | 754 |
|
|
2024
Q4 | $81M | Buy |
1,214,835
+343,638
| +39% | +$23.6M | 0.02% | 1051 |
|
|
2024
Q3 | $61.5M | Sell |
871,197
-169,118
| -16% | -$11.1M | 0.01% | 1020 |
|
|
2024
Q2 | $61.9M | Buy |
1,040,315
+5,726
| +0.6% | +$347K | 0.02% | 899 |
|
|
2024
Q1 | $62.4M | Sell |
1,034,589
-42,486
| -4% | -$2.46M | 0.02% | 898 |
|
|
2023
Q4 | $62.5M | Buy |
1,077,075
+562,600
| +109% | +$31.4M | 0.02% | 843 |
|
|
2023
Q3 | $27.3M | Sell |
514,475
-43,739
| -8% | -$2.53M | 0.01% | 1252 |
|
|
2023
Q2 | $32.8M | Buy |
558,214
+283,938
| +104% | +$17.1M | 0.01% | 1084 |
|
|
2023
Q1 | $16.8M | Sell |
274,276
-1,041,186
| -79% | -$64M | 0.01% | 1528 |
|
|
2022
Q4 | $83.3M | Buy |
1,315,462
+1,267,537
| +2,645% | +$74.9M | 0.03% | 560 |
|
|
2022
Q3 | $2.79M | Sell |
47,925
-51,709
| -52% | -$3.48M | ﹤0.01% | 2858 |
|
|
2022
Q2 | $6.73M | Sell |
99,634
-66,100
| -40% | -$4.56M | ﹤0.01% | 2129 |
|
|
2022
Q1 | $11.6M | Sell |
165,734
-45,669
| -22% | -$2.96M | ﹤0.01% | 1826 |
|
|
2021
Q4 | $13.8M | Sell |
211,403
-31,962
| -13% | -$1.96M | ﹤0.01% | 1863 |
|
|
2021
Q3 | $14.5M | Buy |
243,365
+49,625
| +26% | +$3.1M | ﹤0.01% | 1743 |
|
|
2021
Q2 | $11.4M | Sell |
193,740
-78,315
| -29% | -$4.87M | ﹤0.01% | 1916 |
|
|
2021
Q1 | $16.7M | Buy |
272,055
+114,753
| +73% | +$6.59M | 0.01% | 1562 |
|
|
2020
Q4 | $9.6M | Sell |
157,302
-106,455
| -40% | -$6.65M | ﹤0.01% | 1875 |
|
|
2020
Q3 | $16.2M | Buy |
263,757
+86,156
| +49% | +$5.28M | 0.01% | 1312 |
|
|
2020
Q2 | $10.4M | Sell |
177,601
-29,410
| -14% | -$1.7M | ﹤0.01% | 1470 |
|
|
2020
Q1 | $12.2M | Sell |
207,011
-220,043
| -52% | -$14.1M | 0.01% | 1274 |
|
|
2019
Q4 | $26.8M | Buy |
427,054
+147,459
| +53% | +$9.19M | 0.01% | 1161 |
|
|
2019
Q3 | $17.9M | Buy |
279,595
+114,879
| +70% | +$6.97M | 0.01% | 1330 |
|
|
2019
Q2 | $9.54M | Buy |
164,716
+76,634
| +87% | +$4.3M | ﹤0.01% | 1801 |
|
|
2019
Q1 | $4.89M | Buy |
88,082
+27,859
| +46% | +$1.47M | ﹤0.01% | 2219 |
|
|
2018
Q4 | $2.99M | Sell |
60,223
-113,039
| -65% | -$5.71M | ﹤0.01% | 2639 |
|
|
2018
Q3 | $8.49M | Buy |
173,262
+112,795
| +187% | +$5.5M | ﹤0.01% | 1907 |
|
|
2018
Q2 | $2.86M | Sell |
60,467
-128,585
| -68% | -$5.81M | ﹤0.01% | 2835 |
|
|
2018
Q1 | $8.56M | Buy |
189,052
+44,123
| +30% | +$1.94M | ﹤0.01% | 1834 |
|
|
2017
Q4 | $6.86M | Sell |
144,929
-54,593
| -27% | -$2.64M | ﹤0.01% | 2049 |
|
|
2017
Q3 | $9.24M | Buy |
199,522
+67,790
| +51% | +$3.2M | ﹤0.01% | 1678 |
|
|
2017
Q2 | $6.09M | Buy |
131,732
+25,132
| +24% | +$1.16M | ﹤0.01% | 1963 |
|
|
2017
Q1 | $4.77M | Sell |
106,600
-204,377
| -66% | -$8.85M | ﹤0.01% | 2122 |
|
|
2016
Q4 | $12.9M | Sell |
310,977
-70,610
| -19% | -$2.89M | 0.01% | 1308 |
|
|
2016
Q3 | $16M | Sell |
381,587
-34,136
| -8% | -$1.49M | 0.01% | 1107 |
|
|
2016
Q2 | $19.1M | Sell |
415,723
-29,575
| -7% | -$1.24M | 0.01% | 962 |
|
|
2016
Q1 | $18.9M | Sell |
445,298
-163,028
| -27% | -$6.39M | 0.01% | 921 |
|
|
2015
Q4 | $21.9M | Buy |
608,326
+26,792
| +5% | +$955K | 0.01% | 899 |
|
|
2015
Q3 | $20.5M | Buy |
581,534
+219,656
| +61% | +$7.41M | 0.01% | 878 |
|
|
2015
Q2 | $11.5M | Buy |
361,878
+24,895
| +7% | +$836K | 0.01% | 1365 |
|
|
2015
Q1 | $11.8M | Sell |
336,983
-119,896
| -26% | -$4.26M | 0.01% | 1346 |
|
|
2014
Q4 | $15.9M | Buy |
+456,879
| New | +$14.9M | 0.01% | 1152 |
|
Other funds holding CMS
UBS Group's CMS Position: Q2 2026 in Review
UBS Group reduced its CMS Energy (CMS) stake by 9.7% in Q2 2026, selling an estimated $13.7M and leaving 1,703,575 shares worth $130M. The position accounts for 0.02% of the portfolio, ranked #942.
UBS Group first reported a position in CMS in Q4 2014 and has held it in 47 quarters since. The position peaked at $161M in Q2 2025. 819 funds tracked by Wall St. Rank hold CMS as of Q2 2026.
- UBS Group held 1,703,575 shares of CMS Energy worth $130M as of Q2 2026.
- UBS Group sold 182,496 CMS Energy shares in Q2 2026, an estimated $13.7M.
- CMS Energy made up 0.02% of UBS Group's portfolio in Q2 2026, its #942 holding.
- UBS Group first reported a position in CMS Energy in Q4 2014 and has held it in 47 quarters since.
- UBS Group's CMS Energy position peaked at $161M in Q2 2025.
- 819 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.
Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.