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USS Investment Management’s CMS Energy CMS Stock Holding History

USS Investment Management’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 		$3.04M Buy
39,209
+6,435
+20% +$478K 0.01% 442
2025
Q4 		$2.29M Hold
32,774
– – 0.01% 472
2025
Q3 		$2.4M Hold
32,774
– – 0.01% 480
2025
Q2 		$2.27M Buy
32,774
+15,215
+87% +$1.08M 0.01% 478
2025
Q1 		$1.32M Hold
17,559
– – 0.01% 509
2024
Q4 		$1.17M Sell
17,559
-42,048
-71% -$2.89M 0.01% 536
2024
Q3 		$4.21M Buy
59,607
+16,086
+37% +$1.06M 0.03% 427
2024
Q2 		$2.59M Buy
43,521
+4,758
+12% +$288K 0.02% 468
2024
Q1 		$2.34M Sell
38,763
-29,871
-44% -$1.73M 0.02% 477
2023
Q4 		$3.99M Sell
68,634
-11,400
-14% -$637K 0.04% 422
2023
Q3 		$4.25M Buy
80,034
+10,376
+15% +$601K 0.05% 394
2023
Q2 		$4.09M Hold
69,658
– – 0.05% 398
2023
Q1 		$4.27M Hold
69,658
– – 0.06% 375
2022
Q4 		$4.41M Buy
69,658
+11,400
+20% +$674K 0.06% 354
2022
Q3 		$3.39M Sell
58,258
-21,432
-27% -$1.44M 0.05% 386
2022
Q2 		$5.38M Sell
79,690
-4,361
-5% -$301K 0.05% 360
2022
Q1 		$5.88M Buy
84,051
+20,238
+32% +$1.31M 0.05% 407
2021
Q4 		$4.15M Hold
63,813
– – 0.03% 487
2021
Q3 		$3.81M Buy
63,813
+23,027
+56% +$1.44M 0.03% 500
2021
Q2 		$2.41M Hold
40,786
– – 0.02% 395
2021
Q1 		$2.5M Hold
40,786
– – 0.02% 366
2020
Q4 		$2.49M Hold
40,786
– – 0.02% 342
2020
Q3 		$2.5M Hold
40,786
– – 0.02% 323
2020
Q2 		$2.38M Buy
+40,786
New +$2.36M 0.02% 324
2015
Q4 		– Sell
-105,057
Closed -$3.71M – 153
2015
Q3 		$3.71M Buy
+105,057
New +$3.54M 0.07% 108

Other funds holding CMS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

USS Investment Management's CMS Position: Q1 2026 in Review

USS Investment Management increased its CMS Energy (CMS) stake by 20% in Q1 2026, buying an estimated $478K and bringing the position to 39,209 shares worth $3.04M. The position accounts for 0.01% of the portfolio, ranked #442.

USS Investment Management first reported a position in CMS in Q3 2015 and has held it in 25 quarters since. The position peaked at $5.88M in Q1 2022. 801 funds tracked by Wall St. Rank hold CMS as of Q1 2026.

  • USS Investment Management held 39,209 shares of CMS Energy worth $3.04M as of Q1 2026.
  • USS Investment Management bought 6,435 CMS Energy shares in Q1 2026, an estimated $478K.
  • CMS Energy made up 0.01% of USS Investment Management's portfolio in Q1 2026, its #442 holding.
  • USS Investment Management first reported a position in CMS Energy in Q3 2015 and has held it in 25 quarters since.
  • USS Investment Management's CMS Energy position peaked at $5.88M in Q1 2022.
  • 801 funds tracked by Wall St. Rank held CMS Energy as of Q1 2026.

Based on USS Investment Management's 13F filing for Q1 2026, filed 24 Apr 2026.