Peter Thiel's CMS Position Overview
Peter Thiel (via Thiel Macro LLC) currently holds 517,124 shares of CMS Energy Corporation (CMS) worth $39.56 M, representing 9.45% of the portfolio. First purchased in 2026-Q2, this recently established position has been held for 1 quarters.
Based on recent 13F filings, Peter Thiel has initiated a new position in CMS, representing a fresh investment thesis on this company. Insufficient history to summarize additions or reductions.
Analysis based on 13F filings available since 2013 Q2
Peter Thiel's CMS Energy Corporation (CMS) Holding Value Over Time
Track share changes against reported price movement
Quarterly CMS Energy Corporation (CMS) Trades by Peter Thiel
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | +517,124 | Add 0.00% | 517,124 | $76.50 |
Peter Thiel's CMS Energy Corporation Investment FAQs
Peter Thiel first purchased CMS Energy Corporation (CMS) in Q2 2026, acquiring 517,124 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Peter Thiel has held CMS Energy Corporation (CMS) for 1 quarters since Q2 2026.
Peter Thiel's largest addition to CMS Energy Corporation (CMS) was in Q2 2026, adding 517,124 shares worth $39.56 M.
According to the latest 13F filing for Q2 2026, Peter Thiel's firm, Thiel Macro LLC, owns 517,124 shares of CMS Energy Corporation (CMS), valued at approximately $39.56 M.
As of the Q2 2026 filing, CMS Energy Corporation (CMS) represents approximately 9.45% of Peter Thiel's publicly disclosed stock portfolio, making it one of their key holdings.
Peter Thiel's peak holding in CMS Energy Corporation (CMS) was 517,124 shares, as reported at the end of Q2 2026.