Bryn Mawr Capital Management’s CMS Energy CMS Stock Holding History

Bryn Mawr Capital 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	-5,151	Closed	-$357K	–	441
2025 Q2	$357K	Buy	+5,151	New	+$367K	0.02%	319
2025 Q1	–	Sell	-4,760	Closed	-$317K	–	404
2024 Q4	$317K	Hold	4,760	–	–	0.02%	343
2024 Q3	$336K	Hold	4,760	–	–	0.02%	336
2024 Q2	$283K	Hold	4,760	–	–	0.02%	340
2024 Q1	$287K	Hold	4,760	–	–	0.02%	346
2023 Q4	$276K	Hold	4,760	–	–	0.02%	345
2023 Q3	$253K	Hold	4,760	–	–	0.02%	344
2023 Q2	$280K	Hold	4,760	–	–	0.03%	252
2023 Q1	$292K	Hold	4,760	–	–	0.03%	237
2022 Q4	$301K	Buy	+4,760	New	+$281K	0.03%	228

Other funds holding CMS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bryn Mawr Capital Management's CMS Position: Q3 2025 in Review

Bryn Mawr Capital Management sold out of CMS Energy (CMS) in Q3 2025, closing a stake of 5,151 shares — an estimated $357K sold.

Bryn Mawr Capital Management first reported a position in CMS in Q4 2022 and held it in 10 quarters. The position peaked at $357K in Q2 2025. 776 funds tracked by Wall St. Rank hold CMS as of Q3 2025.

Bryn Mawr Capital Management reported no remaining CMS Energy position as of Q3 2025 after selling out during the quarter.
Bryn Mawr Capital Management sold 5,151 CMS Energy shares in Q3 2025, an estimated $357K.
Bryn Mawr Capital Management first reported a position in CMS Energy in Q4 2022 and held it in 10 quarters.
Bryn Mawr Capital Management's CMS Energy position peaked at $357K in Q2 2025.
776 funds tracked by Wall St. Rank held CMS Energy as of Q3 2025.

Based on Bryn Mawr Capital Management's 13F filing for Q3 2025, filed 4 Nov 2025.