Ray Dalio's CMS Position Overview
Ray Dalio (via Bridgewater Associates, Lp) currently holds 66,089 shares of CMS Energy Corporation (CMS) worth $4.62 M, representing 0.02% of the portfolio. First purchased in 2014-Q3, this long-term strategic position has been held for 22 quarters.
Based on 13F filings, Ray Dalio has maintained a strategic position in CMS, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2025, adding 50,551 shares. Largest reduction occurred in Q1 2023, reducing 44,669 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
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +15,538 | Add 30.74% | 66,089 | $69.93 |
| Q3 2025 | +50,551 | New Buy | 50,551 | $73.26 |
| Q1 2023 | -44,669 | Sold Out | 0 | $0.00 |
| Q4 2022 | +18,189 | Add 68.69% | 44,669 | $63.33 |
| Q3 2022 | -24,352 | Reduce 47.91% | 26,480 | $58.23 |
| Q2 2022 | +16,222 | Add 46.87% | 50,832 | $67.50 |
| Q1 2022 | +18,472 | Add 114.46% | 34,610 | $69.95 |
| Q4 2021 | +16,138 | New Buy | 16,138 | $65.06 |
| Q3 2020 | -4,487 | Sold Out | 0 | $0.00 |
| Q2 2020 | -4,097 | Reduce 47.73% | 4,487 | $58.39 |
| Q1 2020 | +8,584 | New Buy | 8,584 | $58.71 |
| Q1 2019 | -41,773 | Sold Out | 0 | $0.00 |
| Q4 2018 | +36,875 | Add 752.86% | 41,773 | $49.65 |
| Q3 2018 | -2,603 | Reduce 34.70% | 4,898 | $49.00 |
| Q2 2018 | -4,901 | Reduce 39.52% | 7,501 | $47.33 |
| Q1 2018 | +12,402 | New Buy | 12,402 | $45.32 |
| Q4 2017 | -25,542 | Sold Out | 0 | $0.00 |
| Q3 2017 | +25,542 | New Buy | 25,542 | $46.32 |
| Q3 2015 | -15,239 | Sold Out | 0 | $0.00 |
| Q2 2015 | +15,239 | New Buy | 15,239 | $31.83 |
| Q4 2014 | -10,300 | Sold Out | 0 | $0.00 |
| Q3 2014 | +10,300 | New Buy | 10,300 | $29.61 |
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 22 quarters since Q3 2014.
Ray Dalio's largest addition to CMS Energy Corporation (CMS) was in Q3 2025, adding 50,551 shares worth $3.7 M.
According to the latest 13F filing for Q4 2025, Ray Dalio's firm, Bridgewater Associates, Lp, owns 66,089 shares of CMS Energy Corporation (CMS), valued at approximately $4.62 M.
As of the Q4 2025 filing, CMS Energy Corporation (CMS) represents approximately 0.02% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings.
Ray Dalio's peak holding in CMS Energy Corporation (CMS) was 66,089 shares, as reported at the end of Q4 2025.