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Catalyst Funds Management’s CMS Energy CMS Stock Holding History

Catalyst Funds 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
Q4 		– Sell
-16,600
Closed -$1.22M – 378
2025
Q3 		$1.22M Buy
+16,600
New +$1.19M 0.18% 121
2024
Q4 		– Sell
-300
Closed -$21.2K – 518
2024
Q3 		$21.2K Buy
+300
New +$19.7K ﹤0.01% 1070

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 $3.38T AUM 44.17% 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

Catalyst Funds Management's CMS Position: Q4 2025 in Review

Catalyst Funds Management sold out of CMS Energy (CMS) in Q4 2025, closing a stake of 16,600 shares — an estimated $1.22M sold.

Catalyst Funds Management first reported a position in CMS in Q3 2024 and held it in 2 quarters. The position peaked at $1.22M in Q3 2025. 802 funds tracked by Wall St. Rank hold CMS as of Q4 2025.

  • Catalyst Funds Management reported no remaining CMS Energy position as of Q4 2025 after selling out during the quarter.
  • Catalyst Funds Management sold 16,600 CMS Energy shares in Q4 2025, an estimated $1.22M.
  • Catalyst Funds Management first reported a position in CMS Energy in Q3 2024 and held it in 2 quarters.
  • Catalyst Funds Management's CMS Energy position peaked at $1.22M in Q3 2025.
  • 802 funds tracked by Wall St. Rank held CMS Energy as of Q4 2025.

Based on Catalyst Funds Management's 13F filing for Q4 2025, filed 9 Feb 2026.