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Yaupon Capital Management’s CMS Energy CMS Stock Holding History

Yaupon 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 		$35.1M Buy
+452,563
New +$33.6M 1.1% 28
2024
Q4 		– Sell
-334,807
Closed -$23.6M – 116
2024
Q3 		$23.6M Sell
334,807
-123,706
-27% -$8.12M 1.28% 30
2024
Q2 		$27.3M Buy
458,513
+148,400
+48% +$8.98M 1.38% 20
2024
Q1 		$18.7M Sell
310,113
-59,053
-16% -$3.42M 0.94% 35
2023
Q4 		$21.4M Buy
369,166
+93,002
+34% +$5.19M 1.78% 17
2023
Q3 		$14.7M Buy
+276,164
New +$16M 1.36% 26

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

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

Yaupon Capital Management opened a new position in CMS Energy (CMS) in Q1 2026: 452,563 shares worth $35.1M. The stake represents 1.1% of the portfolio and ranks #28 among its holdings. This is a return to the name: Yaupon Capital Management previously reported a position in CMS as recently as Q3 2024.

Yaupon Capital Management first reported a position in CMS in Q3 2023 and has held it in 6 quarters since. 799 funds tracked by Wall St. Rank hold CMS as of Q1 2026.

  • Yaupon Capital Management held 452,563 shares of CMS Energy worth $35.1M as of Q1 2026.
  • CMS Energy was a new Yaupon Capital Management position in Q1 2026.
  • CMS Energy made up 1.1% of Yaupon Capital Management's portfolio in Q1 2026, its #28 holding.
  • Yaupon Capital Management first reported a position in CMS Energy in Q3 2023 and has held it in 6 quarters since.
  • 799 funds tracked by Wall St. Rank held CMS Energy as of Q1 2026.

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