Ray Dalio's CMS Position Overview
Ray Dalio (via Bridgewater Associates, Lp) currently holds 50,551 shares of CMS Energy Corporation (CMS) worth $3.7 M, representing 0.01% of the portfolio. First purchased in 2014-Q3, this long-term strategic position has been held for 45 quarters.
Based on 13F filings since 2013, Ray Dalio has maintained a long-term strategic position in CMS, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2018, adding 36,875 shares. Largest reduction occurred in Q1 2020, reducing 33,189 shares.
Analysis based on 13F filings available since 2013 Q2
Ray Dalio's CMS Energy Corporation (CMS) Holding Value Over Time
Track share changes against reported price movement
Quarterly CMS Energy Corporation (CMS) Trades by Ray Dalio
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2014 | +10,300 | New Buy | 10,300 | $29.61 |
| Q4 2014 | -10,300 | Sold Out | 10,300 | $0.00 |
| Q2 2015 | +15,239 | New Buy | 15,239 | $31.83 |
| Q3 2015 | -15,239 | Sold Out | 15,239 | $0.00 |
| Q3 2017 | +25,542 | New Buy | 25,542 | $46.32 |
| Q4 2017 | -25,542 | Sold Out | 25,542 | $0.00 |
| Q1 2018 | +12,402 | New Buy | 12,402 | $45.32 |
| Q2 2018 | -4,901 | Reduce 39.52% | 7,501 | $47.33 |
| Q3 2018 | -2,603 | Reduce 34.70% | 4,898 | $49.00 |
| Q4 2018 | +36,875 | Add 752.86% | 41,773 | $49.65 |
| Q1 2019 | -41,773 | Sold Out | 41,773 | $0.00 |
| Q1 2020 | +8,584 | New Buy | 8,584 | $58.71 |
| Q2 2020 | -4,097 | Reduce 47.73% | 4,487 | $58.39 |
| Q3 2020 | -4,487 | Sold Out | 4,487 | $0.00 |
| Q4 2021 | +16,138 | New Buy | 16,138 | $65.06 |
| Q1 2022 | +18,472 | Add 114.46% | 34,610 | $69.95 |
| Q2 2022 | +16,222 | Add 46.87% | 50,832 | $67.50 |
| Q3 2022 | -24,352 | Reduce 47.91% | 26,480 | $58.23 |
| Q4 2022 | +18,189 | Add 68.69% | 44,669 | $63.33 |
| Q1 2023 | -44,669 | Sold Out | 44,669 | $0.00 |
| Q3 2025 | +50,551 | New Buy | 50,551 | $73.26 |
Ray Dalio's CMS Energy Corporation Investment FAQs
Ray Dalio first purchased CMS Energy Corporation (CMS) in Q3 2014, acquiring 10,300 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio has held CMS Energy Corporation (CMS) for 45 quarters since Q3 2014. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio's largest addition to CMS Energy Corporation (CMS) was in Q3 2025, adding 50,551 shares worth $3.7 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Ray Dalio's firm, Bridgewater Associates, Lp, owns 50,551 shares of CMS Energy Corporation (CMS), valued at approximately $3.7 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, CMS Energy Corporation (CMS) represents approximately 0.01% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio's peak holding in CMS Energy Corporation (CMS) was 50,832 shares, as reported at the end of Q2 2022. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.