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 Q2	–	Sell	-452,563	Closed	-$35.1M	–	129
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Yaupon Capital Management's CMS Position: Q2 2026 in Review

Yaupon Capital Management sold out of CMS Energy (CMS) in Q2 2026, closing a stake of 452,563 shares — an estimated $35.1M sold.

Yaupon Capital Management first reported a position in CMS in Q3 2023 and held it in 6 quarters. The position peaked at $35.1M in Q1 2026. 821 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

Yaupon Capital Management reported no remaining CMS Energy position as of Q2 2026 after selling out during the quarter.
Yaupon Capital Management sold 452,563 CMS Energy shares in Q2 2026, an estimated $35.1M.
Yaupon Capital Management first reported a position in CMS Energy in Q3 2023 and held it in 6 quarters.
Yaupon Capital Management's CMS Energy position peaked at $35.1M in Q1 2026.
821 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Yaupon Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.