Exited position

Ray Dalio’s Cms Energy Corp (CMS) position

Reported position history, portfolio importance and verified filing changes from public SEC disclosures.

Bridgewater Associates, LPVerified through Q2 2026
Relationship snapshot

At a glance

The full verified relationship, including prior ownership episodes and exits where supported.

First reportedQ2 2006Earliest verified positive filing snapshot
Latest statusExited positionBased on the latest supported relationship state
Peak shares66.09KHighest verified quarter-end share count
Quarters reported23Verified quarters with shares above zero
What happened?

Bridgewater Associates, LP first reported Cms Energy Corp in Q2 2006. The reported position was increased and reduced across later filings. The latest verified relationship event shows that Bridgewater Associates, LP sold the entire position in Q2 2026, and the stock is no longer reported in the latest verified portfolio.

Verified SEC history

Position over time

See the same verified relationship through reported shares, portfolio weight or reported value.

Metric

Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.

Key filing events

What changed

Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.

Q2 2026
Sold the entire position−35.63K shares · No shares reported at quarter-end
Q1 2026
Sold 46.1% of the position−30.46K shares · 35.63K shares remained
Filing context

Quarter-end price $77.58 · Estimated holding basis $72.48

Q4 2025
Bought 30.7% more+15.54K shares · 66.09K shares reported after the change
Filing context

Quarter-end price $69.93 · Estimated holding basis $72.48

Q3 2025
New position+50.55K shares · 50.55K shares reported
Filing context

Quarter-end price $73.26 · Estimated holding basis $73.26

Q1 2023
Sold the entire position−44.67K shares · No shares reported at quarter-end
Q4 2022
Bought 68.7% more+18.19K shares · 44.67K shares reported after the change
Filing context

Quarter-end price $63.33 · Estimated holding basis $65.87

Portfolio importance

How important was Cms Energy Corp in Bridgewater Associates, LP’s reported portfolio?

Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.

Last reported portfolio weight0.0%Q1 2026
Last reported rank#582of 993 reported positions
Peak portfolio weight0.1%Q2 2006
Best historical rank#210Q3 2017
At peak importanceQ2 2006
CMS
0.1%
Largest holding
6.6%
Cross-investor discovery

Who else owns Cms Energy Corp?

Also reported by 2 other tracked investors in their latest verified filings.

George SorosSoros Fund Management
CMS1.0% of reported portfolio
Joel GreenblattGotham Asset Management
CMS0.0% of reported portfolio
Explore Cms Energy Corp across all tracked investors →
SEC evidence & methodology

SEC filing evidence

Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.

Latest verified stock price$65.342026-09-18

Market context only; not an investor transaction price.

Latest verified investor filingQ2 2026 · filed 2026-08-14
Open SEC filing ↗

This tracker follows Bridgewater Associates, LP’s Form 13F disclosures, not Ray Dalio’s personal brokerage account. Form 13F reports quarter-end positions later and does not reveal exact trade dates or execution prices.