CF
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Corebridge Financial’s CMS Energy CMS Stock Holding History

Corebridge Financial’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
-68,645
Closed -$5.16M – 589
2025
Q1 		$5.16M Sell
68,645
-2,094
-3% -$146K 0.03% 672
2024
Q4 		$4.71M Sell
70,739
-3,423
-5% -$236K 0.03% 727
2024
Q3 		$5.24M Sell
74,162
-2,133
-3% -$140K 0.03% 722
2024
Q2 		$4.54M Buy
+76,295
New +$4.62M 0.03% 735

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Corebridge Financial's CMS Position: Q2 2025 in Review

Corebridge Financial sold out of CMS Energy (CMS) in Q2 2025, closing a stake of 68,645 shares — an estimated $5.16M sold.

Corebridge Financial first reported a position in CMS in Q2 2024 and held it in 4 quarters. The position peaked at $5.24M in Q3 2024. 744 funds tracked by Wall St. Rank hold CMS as of Q2 2025.

  • Corebridge Financial reported no remaining CMS Energy position as of Q2 2025 after selling out during the quarter.
  • Corebridge Financial sold 68,645 CMS Energy shares in Q2 2025, an estimated $5.16M.
  • Corebridge Financial first reported a position in CMS Energy in Q2 2024 and held it in 4 quarters.
  • Corebridge Financial's CMS Energy position peaked at $5.24M in Q3 2024.
  • 744 funds tracked by Wall St. Rank held CMS Energy as of Q2 2025.

Based on Corebridge Financial's 13F filing for Q2 2025, filed 12 Aug 2025.