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 Q3	$3.17M	Buy	+50,200	New	+$3.52M	﹤0.01%	4568
2026 Q2	–	Sell	-64,500	Closed	-$5M	–	10506
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	-$2.18M	–	8051
2018 Q3	$2.18M	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	-$4.94M	–	8430
2015 Q2	$4.94M	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 $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

UBS Group's CMS Position: Q3 2026 in Review

UBS Group reduced its CMS Energy (CMS) stake by 15% in Q3 2026, selling an estimated $17.8M and leaving 1,449,770 shares worth $91.5M. The position accounts for 0.01% of the portfolio, ranked #1158.

UBS Group first reported a position in CMS in Q4 2014 and has held it in 48 quarters since. The position peaked at $161M in Q2 2025. 671 funds tracked by Wall St. Rank hold CMS as of Q3 2026.

UBS Group held 1,449,770 shares of CMS Energy worth $91.5M as of Q3 2026.
UBS Group sold 253,805 CMS Energy shares in Q3 2026, an estimated $17.8M.
CMS Energy made up 0.01% of UBS Group's portfolio in Q3 2026, its #1158 holding.
UBS Group first reported a position in CMS Energy in Q4 2014 and has held it in 48 quarters since.
UBS Group's CMS Energy position peaked at $161M in Q2 2025.
671 funds tracked by Wall St. Rank held CMS Energy as of Q3 2026.

Based on UBS Group's 13F filing for Q3 2026, filed 10 Nov 2026.