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Beacon Capital Management LLC (Tennessee)’s CMS Energy CMS Stock Holding History

Beacon Capital Management LLC (Tennessee)’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
-197
Closed -$13.6K – 293
2025
Q2 		$13.6K Buy
197
+28
+17% +$2K ﹤0.01% 567
2025
Q1 		$12.7K Buy
169
+1
+0.6% +$70 ﹤0.01% 571
2024
Q4 		$11.2K Sell
168
-17
-9% -$1.17K ﹤0.01% 581
2024
Q3 		$13.1K Buy
185
+175
+1,750% +$11.5K ﹤0.01% 580
2024
Q2 		$600 Sell
10
-271
-96% -$16.4K ﹤0.01% 985
2024
Q1 		$17K Sell
281
-1,083
-79% -$62.8K ﹤0.01% 483
2023
Q4 		$72.4K Hold
1,364
– – 0.02% 168
2023
Q3 		$80.1K Hold
1,364
– – 0.02% 175
2023
Q2 		$80.1K Hold
1,364
– – 0.02% 175
2023
Q1 		$83.7K Hold
1,364
– – 0.02% 163
2022
Q4 		$86.4K Hold
1,364
– – 0.03% 161
2022
Q3 		$93K Hold
1,364
– – 0.03% 145
2022
Q2 		$95K Hold
1,364
– – 0.02% 162
2022
Q1 		$95K Buy
+1,364
New +$88.5K 0.02% 162

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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 $3.38T AUM 44.17% 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

Beacon Capital Management LLC (Tennessee)'s CMS Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of CMS Energy (CMS) in Q3 2025, closing a stake of 197 shares — an estimated $13.6K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in CMS in Q1 2022 and held it in 14 quarters. The position peaked at $95K in Q2 2022. 776 funds tracked by Wall St. Rank hold CMS as of Q3 2025.

  • Beacon Capital Management LLC (Tennessee) reported no remaining CMS Energy position as of Q3 2025 after selling out during the quarter.
  • Beacon Capital Management LLC (Tennessee) sold 197 CMS Energy shares in Q3 2025, an estimated $13.6K.
  • Beacon Capital Management LLC (Tennessee) first reported a position in CMS Energy in Q1 2022 and held it in 14 quarters.
  • Beacon Capital Management LLC (Tennessee)'s CMS Energy position peaked at $95K in Q2 2022.
  • 776 funds tracked by Wall St. Rank held CMS Energy as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.