Back to TM Thiel Macro LLC

CMS

1 quarters

Position history for TMThiel Macro LLC's holdings in CMS Energy Corporation

Yes. Thiel Macro holds 517,124 shares of CMS (CMS Energy), worth $39.6M, as of its Q2 2026 13F filing. It opened the position in Q2 2026. CMS is 9.4% of Thiel Macro's reported 13F portfolio.

Current Value

$39.6M

Current Shares

517,124

Total Value Change

$0

Total Shares Change

0

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
New
517,124
-
$39.6M9.4%$75.28
93

Other major holders of CMS: Vanguard Group Inc.

Optional analytics helps us improve. How it’s used