UBS Group’s CMS Energy CMS Stock Holding History

UBS Group’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	$5M	Buy	+64,500	New	+$4.79M	﹤0.01%	4082
2025 Q4	–	Sell	-64,900	Closed	-$4.75M	–	10578
2025 Q3	$4.75M	Buy	+64,900	New	+$4.66M	﹤0.01%	4094
2024 Q2	–	Sell	-42,600	Closed	-$2.57M	–	9587
2024 Q1	$2.57M	Buy	+42,600	New	+$2.47M	﹤0.01%	3691
2018 Q4	–	Sell	-44,600	Closed	-$2.19M	–	8051
2018 Q3	$2.19M	Hold	44,600	–	–	﹤0.01%	3139
2018 Q2	$2.11M	Buy	+44,600	New	+$2.01M	﹤0.01%	3114
2015 Q3	–	Sell	-155,000	Closed	-$4.93M	–	8430
2015 Q2	$4.93M	Buy	155,000 +41,900	+37%	+$1.41M	﹤0.01%	2097
2015 Q1	$3.95M	Buy	+113,100	New	+$4.02M	﹤0.01%	2278

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

UBS Group's CMS Position: Q1 2026 in Review

UBS Group increased its CMS Energy (CMS) stake by 62% in Q1 2026, buying an estimated $53.7M and bringing the position to 1,886,071 shares worth $146M. The position accounts for 0.02% of the portfolio, ranked #782.

UBS Group first reported a position in CMS in Q4 2014 and has held it in 46 quarters since. The position peaked at $161M in Q2 2025. 800 funds tracked by Wall St. Rank hold CMS as of Q1 2026.

UBS Group held 1,886,071 shares of CMS Energy worth $146M as of Q1 2026.
UBS Group bought 723,783 CMS Energy shares in Q1 2026, an estimated $53.7M.
CMS Energy made up 0.02% of UBS Group's portfolio in Q1 2026, its #782 holding.
UBS Group first reported a position in CMS Energy in Q4 2014 and has held it in 46 quarters since.
UBS Group's CMS Energy position peaked at $161M in Q2 2025.
800 funds tracked by Wall St. Rank held CMS Energy as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.