Joel Greenblatt's CMS Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 84,308 shares of CMS Energy Corporation (CMS) worth $6.54 M, representing 0.02% of the portfolio. First purchased in 2015-Q2, this long-term strategic position has been held for 28 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 |
|---|---|---|---|---|
| Q1 2026 | +47,825 | Add 131.09% | 84,308 | $77.58 |
| Q4 2025 | -15,205 | Reduce 29.42% | 36,483 | $69.93 |
| Q3 2025 | +11,154 | Add 27.52% | 51,688 | $73.26 |
| Q2 2025 | +28,341 | Add 232.44% | 40,534 | $69.28 |
| Q1 2025 | +2,239 | Add 22.49% | 12,193 | $75.11 |
| Q4 2024 | -12,937 | Reduce 56.52% | 9,954 | $66.65 |
| Q3 2024 | +10,884 | Add 90.65% | 22,891 | $70.63 |
| Q2 2024 | +12,007 | New Buy | 12,007 | $59.53 |
| Q1 2022 | -27,084 | Sold Out | 0 | $0.00 |
| Q4 2021 | +27,084 | New Buy | 27,084 | $65.06 |
| Q3 2021 | -10,341 | Sold Out | 0 | $0.00 |
| Q2 2021 | +10,341 | New Buy | 10,341 | $59.09 |
| Q3 2020 | -6,259 | Sold Out | 0 | $0.00 |
| Q2 2020 | +6,259 | New Buy | 6,259 | $58.48 |
| Q1 2020 | -57,745 | Sold Out | 0 | $0.00 |
| Q4 2019 | -19,940 | Reduce 25.67% | 57,745 | $62.85 |
| Q3 2019 | +77,685 | New Buy | 77,685 | $63.95 |
| Q4 2018 | -63,212 | Sold Out | 0 | $0.00 |
| Q3 2018 | +4,307 | Add 7.31% | 63,212 | $48.99 |
| Q2 2018 | +58,905 | New Buy | 58,905 | $47.28 |
| Q4 2017 | -24,760 | Sold Out | 0 | $0.00 |
| Q3 2017 | -1,349 | Reduce 5.17% | 24,760 | $46.32 |
| Q2 2017 | +26,109 | New Buy | 26,109 | $46.27 |
| Q4 2016 | -10,514 | Sold Out | 0 | $0.00 |
| Q3 2016 | +10,514 | New Buy | 10,514 | $42.04 |
| Q4 2015 | -175,934 | Sold Out | 0 | $0.00 |
| Q3 2015 | +127,223 | Add 261.18% | 175,934 | $35.32 |
| Q2 2015 | +48,711 | New Buy | 48,711 | $31.84 |
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 28 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 Q1 2026, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 84,308 shares of CMS Energy Corporation (CMS), valued at approximately $6.54 M.
As of the Q1 2026 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.