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 26 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in CMS, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2015, adding 127,223 shares. Largest reduction occurred in Q4 2015, reducing 175,934 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
| Report Date | 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 | 0 | $0.00 |
| Q3 2016 | +10,514 | New Buy | 10,514 | $42.04 |
| Q4 2016 | -10,514 | Sold Out | 0 | $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 | 0 | $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 | 0 | $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 | 0 | $0.00 |
| Q2 2020 | +6,259 | New Buy | 6,259 | $58.48 |
| Q3 2020 | -6,259 | Sold Out | 0 | $0.00 |
| Q2 2021 | +10,341 | New Buy | 10,341 | $59.09 |
| Q3 2021 | -10,341 | Sold Out | 0 | $0.00 |
| Q4 2021 | +27,084 | New Buy | 27,084 | $65.06 |
| Q1 2022 | -27,084 | Sold Out | 0 | $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 26 quarters since Q2 2015.
Joel Greenblatt's largest addition to CMS Energy Corporation (CMS) was in Q3 2015, adding 175,934 shares worth $6.21 M.
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.
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.
Joel Greenblatt's peak holding in CMS Energy Corporation (CMS) was 175,934 shares, as reported at the end of Q3 2015.