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Ray Dalio's CMS Energy Corporation (CMS) position

Yes: as of Q1 2026, Ray Dalio holds 36K shares of CMS worth $2.8M (0.0% of the disclosed portfolio). Last quarter the position was reduced by 46.1%. First disclosed Q4 2021.
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Current value
$2.8M
Shares held
36K
% of portfolio
0.0%
Est. average buy price (i)
$72.04
Quarter-end price
$77.58

Estimated trade prices

Average price in quarters with purchases
$67.69
Average prices in quarters with sales
  • Q1 2026: $74.23 (30K shares sold)
  • Q3 2022: $67.27 (24K shares sold)

CMS price vs Dalio's position

1Y 3Y 5Y MAX
Dates
$40$60$8020222023202420252026New position of 16K shares · Q4 2021. Average closing price $61.39 · Price range $58.85–$65.4116KsharespurchasedAdded 18K shares (114.5%) · Q1 2022. Average closing price $64.86 · Price range $61.85–$69.9918KsharespurchasedAdded 16K shares (46.9%) · Q2 2022. Average closing price $69.05 · Price range $61.16–$73.5616KsharespurchasedSold 24K shares (47.9%) · Q3 2022. Average closing price $67.27 · Price range $58.24–$70.9424KsharessoldAdded 18K shares (68.7%) · Q4 2022. Average closing price $59.12 · Price range $53.36–$64.3118KsharespurchasedNew position of 51K shares · Q3 2025. Average closing price $71.83 · Price range $69.37–$74.6751KsharespurchasedAdded 16K shares (30.7%) · Q4 2025. Average closing price $72.73 · Price range $69.17–$75.4416KsharespurchasedSold 30K shares (46.1%) · Q1 2026. Average closing price $74.23 · Price range $69.47–$78.2930Ksharessold
Average closing price · filing quarter
$74.23
Price range · filing quarter
$69.47 – $78.29
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Every quarterly change

Quarter Action Shares change Est. value change Δ Own Shares held Filing date
Q1 2026 Reduced −30K −$2.3M −46.1% 36K May 15, 2026
Q4 2025 Added +16K +$1.1M +30.7% 66K Feb 13, 2026
Q3 2025 New +51K +$3.6M – 51K Nov 13, 2025
Q4 2022 Added +18K +$1.1M +68.7% 45K Feb 13, 2023
Q3 2022 Reduced −24K −$1.6M −47.9% 26K Nov 10, 2022
Q2 2022 Added +16K +$1.1M +46.9% 51K Aug 11, 2022
Q1 2022 Added +18K +$1.2M +114.5% 35K May 13, 2022
Q4 2021 New +16K +$991K – 16K Feb 14, 2022
Data through Q1 2026 · filed May 15, 2026
8 grouped rows from 8 quarters

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Common questions

Does Ray Dalio own CMS?

Yes. As of Q1 2026, Ray Dalio disclosed 36K shares of CMS, worth $2.8M. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

When did Ray Dalio buy CMS?

Ray Dalio first disclosed a CMS position in Q4 2021; every quarterly buy and sell since is in the table above. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

Did Ray Dalio sell CMS?

The quarter-by-quarter table above shows each sale and reduction Ray Dalio disclosed in CMS. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

How many shares of CMS does Ray Dalio own?

Ray Dalio disclosed 36K shares of CMS as of Q1 2026. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

What price did Ray Dalio pay for CMS?

Ray Dalio's estimated average buy price for CMS is $72.04, from quarter-average prices weighted by the shares added each quarter. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

How are the estimated trade prices calculated?

13F filings disclose quarter-end holdings, not trade dates or execution prices. These estimates use each covered quarter's average market price; the add average excludes the opening position and quarters without price data. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.