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Beck Bode LLC’s CMS Energy CMS Stock Holding History

Beck Bode LLC’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
-259,998
Closed -$19M – 98
2025
Q3 		$19M Buy
259,998
+1,709
+0.7% +$123K 3.08% 16
2025
Q2 		$17.9M Buy
258,289
+10,101
+4% +$720K 3.03% 15
2025
Q1 		$18.6M Sell
248,188
-615
-0.2% -$42.9K 3.48% 4
2024
Q4 		$16.6M Buy
248,803
+21,781
+10% +$1.5M 3.03% 6
2024
Q3 		$16M Buy
227,022
+10,698
+5% +$702K 3.02% 6
2024
Q2 		$12.9M Buy
216,324
+196,501
+991% +$11.9M 2.59% 12
2024
Q1 		$1.2M Buy
19,823
+5,411
+38% +$314K 0.24% 80
2023
Q4 		$837K Buy
14,412
+2,031
+16% +$113K 0.19% 97
2023
Q3 		$658K Buy
+12,381
New +$717K 0.17% 105
2022
Q2 		– Sell
-183,978
Closed -$12.9M – 236
2022
Q1 		$12.9M Buy
+183,978
New +$11.9M 2.9% 9
2021
Q3 		– Sell
-511
Closed -$30K – 125
2021
Q2 		$30K Sell
511
-140,350
-100% -$8.73M 0.01% 165
2021
Q1 		$8.62M Buy
+140,861
New +$8.1M 2.65% 19
2020
Q4 		– Sell
-602
Closed -$37K – 54
2020
Q3 		$37K Buy
+602
New +$36.9K 0.01% 122
2020
Q1 		– Sell
-137,582
Closed -$8.65M – 56
2019
Q4 		$8.65M Buy
+137,582
New +$8.58M 3.55% 10
2019
Q2 		– Sell
-142,522
Closed -$7.92M – 65
2019
Q1 		$7.92M Buy
+142,522
New +$7.51M 3.82% 8

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 $1.26T AUM 61.52% 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 $130B AUM 46.38% 1-Year Est. Return

Beck Bode LLC's CMS Position: Q4 2025 in Review

Beck Bode LLC sold out of CMS Energy (CMS) in Q4 2025, closing a stake of 259,998 shares — an estimated $19M sold.

Beck Bode LLC first reported a position in CMS in Q1 2019 and held it in 15 quarters. The position peaked at $19M in Q3 2025. 802 funds tracked by Wall St. Rank hold CMS as of Q4 2025.

  • Beck Bode LLC reported no remaining CMS Energy position as of Q4 2025 after selling out during the quarter.
  • Beck Bode LLC sold 259,998 CMS Energy shares in Q4 2025, an estimated $19M.
  • Beck Bode LLC first reported a position in CMS Energy in Q1 2019 and held it in 15 quarters.
  • Beck Bode LLC's CMS Energy position peaked at $19M in Q3 2025.
  • 802 funds tracked by Wall St. Rank held CMS Energy as of Q4 2025.

Based on Beck Bode LLC's 13F filing for Q4 2025, filed 9 Feb 2026.