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Cliff Asness’s CMS Holdings & Trades

First Buy
Q4 2012
Duration Held
53 Quarters
Largest Add
Q4 2016
+378,833 Shares
Current Position
672,661 Shares
$47.04 M Value

Cliff Asness's CMS Position Overview

Cliff Asness (via Aqr Capital Management LLC) currently holds 672,661 shares of CMS Energy Corporation (CMS) worth $47.04 M, representing 0.02% of the portfolio. First purchased in 2012-Q4, this long-term strategic position has been held for 53 quarters.

Based on 13F filings since 2013, Cliff Asness has maintained a long-term strategic position in CMS, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2016, adding 378,833 shares. Largest reduction occurred in Q3 2017, reducing 636,116 shares.

Analysis based on 13F filings available since 2013 Q2

Cliff Asness's CMS Energy Corporation (CMS) Holding Value Over Time

Track share changes against reported price movement

Quarterly CMS Energy Corporation (CMS) Trades by Cliff Asness

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q4 2025 -3,085 Reduce 0.46% 672,661 $69.93
Q3 2025 +184,462 Add 37.55% 675,746 $73.17
Q2 2025 +973 Add 0.20% 491,284 $68.88
Q1 2025 +180,348 Add 58.18% 490,311 $75.04
Q4 2024 +64,164 Add 26.10% 309,963 $66.65
Q3 2024 +91,044 Add 58.83% 245,799 $70.44
Q2 2024 +27,525 Add 21.63% 154,755 $59.48
Q1 2024 -4,235 Reduce 3.22% 127,230 $60.01
Q4 2023 +48,554 Add 58.56% 131,465 $57.91
Q3 2023 -99,493 Reduce 54.55% 82,911 $53.11
Q2 2023 -25,228 Reduce 12.15% 182,404 $58.71
Q1 2023 +36,770 Add 21.52% 207,632 $61.38
Q4 2022 -151,062 Reduce 46.92% 170,862 $63.33
Q3 2022 -47,213 Reduce 12.79% 321,924 $58.24
Q2 2022 -2,107 Reduce 0.57% 369,137 $66.99
Q1 2022 +116,705 Add 45.85% 371,244 $69.94
Q4 2021 +4,992 Add 2.00% 254,539 $64.94
Q3 2021 +56,966 Add 29.58% 249,547 $59.73
Q2 2021 +86,545 Add 81.62% 192,581 $59.02
Q1 2021 -85,336 Reduce 44.59% 106,036 $61.00
Q4 2020 +19,263 Add 11.19% 191,372 $60.18
Q3 2020 -14,906 Reduce 7.97% 172,109 $61.31
Q2 2020 -186,933 Reduce 49.99% 187,015 $57.72
Q1 2020 -18,275 Reduce 4.66% 373,948 $58.75
Q4 2019 -109,788 Reduce 21.87% 392,223 $62.68
Q3 2019 -101,514 Reduce 16.82% 502,011 $63.95
Q2 2019 -177,461 Reduce 22.72% 603,525 $57.91
Q1 2019 +33,467 Add 4.48% 780,986 $55.54
Q4 2018 +82,874 Add 12.47% 747,519 $49.65
Q3 2018 +44,951 Add 7.25% 664,645 $49.00
Q2 2018 +258,151 Add 71.40% 619,694 $47.28
Q1 2018 -156,995 Reduce 30.28% 361,543 $45.29
Q4 2017 -616,403 Reduce 54.31% 518,538 $47.30
Q3 2017 -636,116 Reduce 35.92% 1.13 M $46.32
Q2 2017 +364,994 Add 25.96% 1.77 M $46.25
Q1 2017 -76,841 Reduce 5.18% 1.41 M $44.74
Q4 2016 +378,833 Add 34.31% 1.48 M $41.62
Q3 2016 +232,461 Add 26.67% 1.1 M $42.01
Q2 2016 +105,865 Add 13.83% 871,610 $45.86
Q1 2016 +60,621 Add 8.60% 765,745 $42.44
Q4 2015 +117,637 Add 20.02% 705,124 $36.08
Q3 2015 +219,421 Add 59.61% 587,487 $35.32
Q2 2015 +114,743 Add 45.30% 368,066 $31.84
Q1 2015 +89,585 Add 54.71% 253,323 $34.91
Q4 2014 +80,602 Add 96.95% 163,738 $34.75
Q3 2014 -22,911 Reduce 21.60% 83,136 $29.66
Q2 2014 +30,047 Add 39.54% 106,047 $31.15
Q1 2014 -20,500 Reduce 21.24% 76,000 $29.28
Q4 2013 -1,700 Reduce 1.73% 96,500 $26.77
Q3 2013 +62,600 Add 175.84% 98,200 $26.32
Q2 2013 +35,600 Add 0.00% 35,600 $27.16
Q4 2012 +20,769 Add 0.00% 20,769 $24.36

Cliff Asness's CMS Energy Corporation Investment FAQs

Cliff Asness first purchased CMS Energy Corporation (CMS) in Q4 2012, acquiring 20,769 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Cliff Asness has held CMS Energy Corporation (CMS) for 53 quarters since Q4 2012.

Cliff Asness's largest addition to CMS Energy Corporation (CMS) was in Q4 2016, adding 1,482,904 shares worth $61.72 M.

According to the latest 13F filing for Q4 2025, Cliff Asness's firm, Aqr Capital Management LLC, owns 672,661 shares of CMS Energy Corporation (CMS), valued at approximately $47.04 M.

As of the Q4 2025 filing, CMS Energy Corporation (CMS) represents approximately 0.02% of Cliff Asness's publicly disclosed stock portfolio, making it one of their key holdings.

Cliff Asness's peak holding in CMS Energy Corporation (CMS) was 1,771,057 shares, as reported at the end of Q2 2017.