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Atticus Wealth Management’s CMS Energy CMS Stock Holding History

Atticus Wealth Management’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
Q3 		– Sell
-100
Closed -$6.93K – 286
2025
Q2 		$6.93K Sell
100
-20
-17% -$1.43K ﹤0.01% 506
2025
Q1 		$9.01K Hold
120
– – ﹤0.01% 388
2024
Q4 		$8K Hold
120
– – ﹤0.01% 406
2024
Q3 		$8.48K Hold
120
– – ﹤0.01% 404
2024
Q2 		$7.14K Hold
120
– – ﹤0.01% 408
2024
Q1 		$7.24K Hold
120
– – ﹤0.01% 424
2023
Q4 		$6.97K Hold
120
– – ﹤0.01% 433
2023
Q3 		$6.37K Hold
120
– – ﹤0.01% 441
2023
Q2 		$7.05K Hold
120
– – ﹤0.01% 424
2023
Q1 		$7.37K Hold
120
– – ﹤0.01% 408
2022
Q4 		$7.6K Hold
120
– – ﹤0.01% 407
2022
Q3 		$8K Hold
120
– – ﹤0.01% 392
2022
Q2 		$8K Hold
120
– – ﹤0.01% 423
2022
Q1 		$8K Hold
120
– – ﹤0.01% 421
2021
Q4 		$8K Buy
+120
New +$7.37K ﹤0.01% 372

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Atticus Wealth Management's CMS Position: Q3 2025 in Review

Atticus Wealth Management sold out of CMS Energy (CMS) in Q3 2025, closing a stake of 100 shares — an estimated $6.93K sold.

Atticus Wealth Management first reported a position in CMS in Q4 2021 and held it in 15 quarters. The position peaked at $9.01K in Q1 2025. 776 funds tracked by Wall St. Rank hold CMS as of Q3 2025.

  • Atticus Wealth Management reported no remaining CMS Energy position as of Q3 2025 after selling out during the quarter.
  • Atticus Wealth Management sold 100 CMS Energy shares in Q3 2025, an estimated $6.93K.
  • Atticus Wealth Management first reported a position in CMS Energy in Q4 2021 and held it in 15 quarters.
  • Atticus Wealth Management's CMS Energy position peaked at $9.01K in Q1 2025.
  • 776 funds tracked by Wall St. Rank held CMS Energy as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.