VCM
CMS icon

Voleon Capital Management’s CMS Energy CMS Stock Holding History

Voleon Capital 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 		$574K Buy
7,403
+1,670
+29% +$124K 0.01% 545
2025
Q4 		$401K Buy
5,733
+1,393
+32% +$101K 0.01% 620
2025
Q3 		$318K Buy
+4,340
New +$312K 0.01% 705
2019
Q3 		– Sell
-94,000
Closed -$5.44M – 165
2019
Q2 		$5.44M Buy
+94,000
New +$5.28M 0.31% 68

Other funds holding CMS

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $298B AUM 21.96% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Voleon Capital Management's CMS Position: Q1 2026 in Review

Voleon Capital Management increased its CMS Energy (CMS) stake by 29% in Q1 2026, buying an estimated $124K and bringing the position to 7,403 shares worth $574K. The position accounts for 0.01% of the portfolio, ranked #545.

Voleon Capital Management first reported a position in CMS in Q2 2019 and has held it in 4 quarters since. The position peaked at $5.44M in Q2 2019. 800 funds tracked by Wall St. Rank hold CMS as of Q1 2026.

  • Voleon Capital Management held 7,403 shares of CMS Energy worth $574K as of Q1 2026.
  • Voleon Capital Management bought 1,670 CMS Energy shares in Q1 2026, an estimated $124K.
  • CMS Energy made up 0.01% of Voleon Capital Management's portfolio in Q1 2026, its #545 holding.
  • Voleon Capital Management first reported a position in CMS Energy in Q2 2019 and has held it in 4 quarters since.
  • Voleon Capital Management's CMS Energy position peaked at $5.44M in Q2 2019.
  • 800 funds tracked by Wall St. Rank held CMS Energy as of Q1 2026.

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