Joel Greenblatt's CMS Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 51,688 shares of CMS Energy Corporation (CMS) worth $3.79 M, representing 0.02% of the portfolio. First purchased in 2015-Q2, this long-term strategic position has been held for 42 quarters.
Based on 13F filings since 2013, Joel Greenblatt has maintained a long-term strategic position in CMS, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2015, adding 127,223 shares. Largest reduction occurred in Q3 2016, reducing 165,420 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's CMS Energy Corporation (CMS) Holding Value Over Time
Track share changes against reported price movement
Quarterly CMS Energy Corporation (CMS) Trades by Joel Greenblatt
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2015 | +48,711 | New Buy | 48,711 | $31.84 |
| Q3 2015 | +127,223 | Add 261.18% | 175,934 | $35.32 |
| Q4 2015 | -175,934 | Sold Out | 175,934 | $0.00 |
| Q3 2016 | +10,514 | New Buy | 10,514 | $42.04 |
| Q4 2016 | -10,514 | Sold Out | 10,514 | $0.00 |
| Q2 2017 | +26,109 | New Buy | 26,109 | $46.27 |
| Q3 2017 | -1,349 | Reduce 5.17% | 24,760 | $46.32 |
| Q4 2017 | -24,760 | Sold Out | 24,760 | $0.00 |
| Q2 2018 | +58,905 | New Buy | 58,905 | $47.28 |
| Q3 2018 | +4,307 | Add 7.31% | 63,212 | $48.99 |
| Q4 2018 | -63,212 | Sold Out | 63,212 | $0.00 |
| Q3 2019 | +77,685 | New Buy | 77,685 | $63.95 |
| Q4 2019 | -19,940 | Reduce 25.67% | 57,745 | $62.85 |
| Q1 2020 | -57,745 | Sold Out | 57,745 | $0.00 |
| Q2 2020 | +6,259 | New Buy | 6,259 | $58.48 |
| Q3 2020 | -6,259 | Sold Out | 6,259 | $0.00 |
| Q2 2021 | +10,341 | New Buy | 10,341 | $59.09 |
| Q3 2021 | -10,341 | Sold Out | 10,341 | $0.00 |
| Q4 2021 | +27,084 | New Buy | 27,084 | $65.06 |
| Q1 2022 | -27,084 | Sold Out | 27,084 | $0.00 |
| Q2 2024 | +12,007 | New Buy | 12,007 | $59.53 |
| Q3 2024 | +10,884 | Add 90.65% | 22,891 | $70.63 |
| Q4 2024 | -12,937 | Reduce 56.52% | 9,954 | $66.65 |
| Q1 2025 | +2,239 | Add 22.49% | 12,193 | $75.11 |
| Q2 2025 | +28,341 | Add 232.44% | 40,534 | $69.28 |
| Q3 2025 | +11,154 | Add 27.52% | 51,688 | $73.26 |
Joel Greenblatt's CMS Energy Corporation Investment FAQs
Joel Greenblatt first purchased CMS Energy Corporation (CMS) in Q2 2015, acquiring 48,711 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held CMS Energy Corporation (CMS) for 42 quarters since Q2 2015. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's largest addition to CMS Energy Corporation (CMS) was in Q3 2015, adding 175,934 shares worth $6.21 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 51,688 shares of CMS Energy Corporation (CMS), valued at approximately $3.79 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 0.02% of Joel Greenblatt'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.
Joel Greenblatt's peak holding in CMS Energy Corporation (CMS) was 175,934 shares, as reported at the end of Q3 2015. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.