Choreo LLC’s CMS Energy CMS Stock Holding History

Choreo 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
2026 Q1	$660K	Sell	8,510 -30	-0.4%	-$2.23K	0.01%	803
2025 Q4	$601K	Sell	8,540 -539	-6%	-$39.2K	0.01%	835
2025 Q3	$665K	Buy	9,079 +58	+0.6%	+$4.17K	0.01%	797
2025 Q2	$625K	Buy	9,021 +437	+5%	+$31.1K	0.01%	777
2025 Q1	$645K	Buy	8,584 +330	+4%	+$23K	0.01%	720
2024 Q4	$550K	Sell	8,254 -190	-2%	-$13.1K	0.01%	854
2024 Q3	$600K	Buy	8,444 +639	+8%	+$41.9K	0.01%	813
2024 Q2	$460K	Buy	+7,805	New	+$472K	0.01%	851

Other funds holding CMS

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

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

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

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

Choreo LLC's CMS Position: Q1 2026 in Review

Choreo LLC reduced its CMS Energy (CMS) stake by 0.35% in Q1 2026, selling an estimated $2.23K and leaving 8,510 shares worth $660K. The position accounts for 0.01% of the portfolio, ranked #803.

Choreo LLC first reported a position in CMS in Q2 2024 and has held it in 8 quarters since. The position peaked at $665K in Q3 2025. 799 funds tracked by Wall St. Rank hold CMS as of Q1 2026.

Choreo LLC held 8,510 shares of CMS Energy worth $660K as of Q1 2026.
Choreo LLC sold 30 CMS Energy shares in Q1 2026, an estimated $2.23K.
CMS Energy made up 0.01% of Choreo LLC's portfolio in Q1 2026, its #803 holding.
Choreo LLC first reported a position in CMS Energy in Q2 2024 and has held it in 8 quarters since.
Choreo LLC's CMS Energy position peaked at $665K in Q3 2025.
799 funds tracked by Wall St. Rank held CMS Energy as of Q1 2026.

Based on Choreo LLC's 13F filing for Q1 2026, filed 13 May 2026.