Brown Advisory’s CMS Energy CMS Stock Holding History

Brown Advisory’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	-3,283	Closed	-$241K	–	1406
2025 Q3	$241K	Buy	3,283 +54	+2%	+$3.88K	﹤0.01%	1280
2025 Q2	$224K	Buy	+3,229	New	+$230K	﹤0.01%	1267
2019 Q2	–	Sell	-4,944	Closed	-$275K	–	1069
2019 Q1	$275K	Buy	+4,944	New	+$261K	﹤0.01%	1149
2018 Q3	–	Sell	-13,426	Closed	-$634K	–	1342
2018 Q2	$634K	Buy	+13,426	New	+$606K	﹤0.01%	918
2017 Q4	–	Sell	-6,732	Closed	-$312K	–	1231
2017 Q3	$312K	Buy	6,732 +175	+3%	+$8.26K	﹤0.01%	1001
2017 Q2	$303K	Buy	6,557 +1,767	+37%	+$81.7K	﹤0.01%	1008
2017 Q1	$214K	Sell	4,790 -75	-2%	-$3.25K	﹤0.01%	1091
2016 Q4	$203K	Buy	+4,865	New	+$199K	﹤0.01%	1075

Other funds holding CMS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

Brown Advisory's CMS Position: Q4 2025 in Review

Brown Advisory sold out of CMS Energy (CMS) in Q4 2025, closing a stake of 3,283 shares — an estimated $241K sold.

Brown Advisory first reported a position in CMS in Q4 2016 and held it in 8 quarters. The position peaked at $634K in Q2 2018. 801 funds tracked by Wall St. Rank hold CMS as of Q4 2025.

Brown Advisory reported no remaining CMS Energy position as of Q4 2025 after selling out during the quarter.
Brown Advisory sold 3,283 CMS Energy shares in Q4 2025, an estimated $241K.
Brown Advisory first reported a position in CMS Energy in Q4 2016 and held it in 8 quarters.
Brown Advisory's CMS Energy position peaked at $634K in Q2 2018.
801 funds tracked by Wall St. Rank held CMS Energy as of Q4 2025.

Based on Brown Advisory's 13F filing for Q4 2025, filed 13 Feb 2026.