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Archer Investment Corporation’s CMS Energy CMS Stock Holding History

Archer Investment Corporation’s Portfolio CMS Stock Details CMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-31
Closed -$2.28K – 1172
2025
Q3 		$2.28K Hold
31
– – ﹤0.01% 983
2025
Q2 		$2.14K Hold
31
– – ﹤0.01% 966
2025
Q1 		$2.3K Buy
31
+1
+3% +$70 ﹤0.01% 932
2024
Q4 		$2.03K Hold
30
– – ﹤0.01% 943
2024
Q3 		$2.13K Buy
+30
New +$1.97K ﹤0.01% 916

Other funds holding CMS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

Archer Investment Corporation's CMS Position: Q4 2025 in Review

Archer Investment Corporation sold out of CMS Energy (CMS) in Q4 2025, closing a stake of 31 shares — an estimated $2.28K sold.

Archer Investment Corporation first reported a position in CMS in Q3 2024 and held it in 5 quarters. The position peaked at $2.3K in Q1 2025. 802 funds tracked by Wall St. Rank hold CMS as of Q4 2025.

  • Archer Investment Corporation reported no remaining CMS Energy position as of Q4 2025 after selling out during the quarter.
  • Archer Investment Corporation sold 31 CMS Energy shares in Q4 2025, an estimated $2.28K.
  • Archer Investment Corporation first reported a position in CMS Energy in Q3 2024 and held it in 5 quarters.
  • Archer Investment Corporation's CMS Energy position peaked at $2.3K in Q1 2025.
  • 802 funds tracked by Wall St. Rank held CMS Energy as of Q4 2025.

Based on Archer Investment Corporation's 13F filing for Q4 2025, filed 30 Jan 2026.