Y-Intercept (HK)’s CMS Energy CMS Stock Holding History

Y-Intercept (HK)’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	–	Sell	-111,834	Closed	-$7.82M	–	1610
2025 Q4	$7.82M	Buy	111,834 +35,180	+46%	+$2.56M	0.17%	109
2025 Q3	$5.62M	Buy	76,654 +30,061	+65%	+$2.16M	0.13%	174
2025 Q2	$3.23M	Buy	+46,593	New	+$3.32M	0.08%	378
2024 Q3	–	Sell	-6,966	Closed	-$415K	–	1371
2024 Q2	$415K	Sell	6,966 -9,723	-58%	-$589K	0.02%	898
2024 Q1	$1.01M	Buy	+16,689	New	+$967K	0.08%	387
2023 Q2	–	Sell	-9,114	Closed	-$559K	–	1326
2023 Q1	$559K	Buy	+9,114	New	+$560K	0.07%	465
2022 Q2	–	Sell	-5,279	Closed	-$369K	–	900
2022 Q1	$369K	Buy	+5,279	New	+$342K	0.08%	378
2021 Q4	–	Sell	-8,208	Closed	-$490K	–	609
2021 Q3	$490K	Sell	8,208 -4,115	-33%	-$257K	0.09%	338
2021 Q2	$728K	Buy	+12,323	New	+$766K	0.19%	168

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

Y-Intercept (HK)'s CMS Position: Q1 2026 in Review

Y-Intercept (HK) sold out of CMS Energy (CMS) in Q1 2026, closing a stake of 111,834 shares — an estimated $7.82M sold.

Y-Intercept (HK) first reported a position in CMS in Q2 2021 and held it in 9 quarters. The position peaked at $7.82M in Q4 2025. 799 funds tracked by Wall St. Rank hold CMS as of Q1 2026.

Y-Intercept (HK) reported no remaining CMS Energy position as of Q1 2026 after selling out during the quarter.
Y-Intercept (HK) sold 111,834 CMS Energy shares in Q1 2026, an estimated $7.82M.
Y-Intercept (HK) first reported a position in CMS Energy in Q2 2021 and held it in 9 quarters.
Y-Intercept (HK)'s CMS Energy position peaked at $7.82M in Q4 2025.
799 funds tracked by Wall St. Rank held CMS Energy as of Q1 2026.

Based on Y-Intercept (HK)'s 13F filing for Q1 2026, filed 27 Apr 2026.