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Chesapeake Asset Management’s CMS Energy CMS Stock Holding History

Chesapeake Asset 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
Q2 		– Sell
-10
Closed -$751 – 360
2025
Q1 		$751 Hold
10
– – ﹤0.01% 390
2024
Q4 		$666 Hold
10
– – ﹤0.01% 361
2024
Q3 		$706 Buy
+10
New +$656 ﹤0.01% 338

Other funds holding CMS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Chesapeake Asset Management's CMS Position: Q2 2025 in Review

Chesapeake Asset Management sold out of CMS Energy (CMS) in Q2 2025, closing a stake of 10 shares — an estimated $751 sold.

Chesapeake Asset Management first reported a position in CMS in Q3 2024 and held it in 3 quarters. The position peaked at $751 in Q1 2025. 744 funds tracked by Wall St. Rank hold CMS as of Q2 2025.

  • Chesapeake Asset Management reported no remaining CMS Energy position as of Q2 2025 after selling out during the quarter.
  • Chesapeake Asset Management sold 10 CMS Energy shares in Q2 2025, an estimated $751.
  • Chesapeake Asset Management first reported a position in CMS Energy in Q3 2024 and held it in 3 quarters.
  • Chesapeake Asset Management's CMS Energy position peaked at $751 in Q1 2025.
  • 744 funds tracked by Wall St. Rank held CMS Energy as of Q2 2025.

Based on Chesapeake Asset Management's 13F filing for Q2 2025, filed 15 Oct 2025.