Jefferies Group's CMS Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 1,668 shares of CMS Energy Corporation (CMS) worth $116,643, representing 0.00% of the portfolio. First purchased in 2023-Q2, this short-term holding has been held for 8 quarters.
Based on 13F filings, Jefferies Group has maintained this position in CMS for several quarters, showing initial confidence in the investment. Largest addition occurred in Q3 2023, adding 96,423 shares. Largest reduction occurred in Q1 2024, reducing 66,426 shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's CMS Energy Corporation (CMS) Holding Value Over Time
Track share changes against reported price movement
Quarterly CMS Energy Corporation (CMS) Trades by Jefferies Group
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2023 | +16,909 | New Buy | 16,909 | $58.75 |
| Q3 2023 | +96,423 | Add 570.25% | 113,332 | $53.11 |
| Q4 2023 | -6,015 | Reduce 5.31% | 107,317 | $58.07 |
| Q1 2024 | -66,426 | Reduce 61.90% | 40,891 | $60.34 |
| Q2 2024 | -34,209 | Reduce 83.66% | 6,682 | $59.53 |
| Q3 2024 | +31,417 | Add 470.17% | 38,099 | $70.63 |
| Q4 2024 | -38,099 | Sold Out | 0 | $0.00 |
| Q4 2025 | +1,668 | New Buy | 1,668 | $69.93 |
Jefferies Group's CMS Energy Corporation Investment FAQs
Jefferies Group first purchased CMS Energy Corporation (CMS) in Q2 2023, acquiring 16,909 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group has held CMS Energy Corporation (CMS) for 8 quarters since Q2 2023.
Jefferies Group's largest addition to CMS Energy Corporation (CMS) was in Q3 2023, adding 113,332 shares worth $6.02 M.
According to the latest 13F filing for Q4 2025, Jefferies Group's firm, Jefferies Financial Group Inc., owns 1,668 shares of CMS Energy Corporation (CMS), valued at approximately $116,643.
As of the Q4 2025 filing, CMS Energy Corporation (CMS) represents approximately 0.00% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.
Jefferies Group's peak holding in CMS Energy Corporation (CMS) was 113,332 shares, as reported at the end of Q3 2023.