CMP
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Coston McIsaac & Partners’s CMS Energy CMS Stock Holding History

Coston McIsaac & Partners’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
Q1 		– Sell
-38
Closed -$2K – 765
2024
Q4 		$2K Hold
38
– – ﹤0.01% 672
2024
Q3 		$2K Hold
38
– – ﹤0.01% 682
2024
Q2 		$2K Hold
38
– – ﹤0.01% 653
2024
Q1 		$2K Hold
38
– – ﹤0.01% 645
2023
Q4 		$2K Buy
+38
New +$2.12K ﹤0.01% 645

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Coston McIsaac & Partners's CMS Position: Q1 2025 in Review

Coston McIsaac & Partners sold out of CMS Energy (CMS) in Q1 2025, closing a stake of 38 shares — an estimated $2K sold.

Coston McIsaac & Partners first reported a position in CMS in Q4 2023 and held it in 5 quarters. The position peaked at $2K in Q4 2024. 733 funds tracked by Wall St. Rank hold CMS as of Q1 2025.

  • Coston McIsaac & Partners reported no remaining CMS Energy position as of Q1 2025 after selling out during the quarter.
  • Coston McIsaac & Partners sold 38 CMS Energy shares in Q1 2025, an estimated $2K.
  • Coston McIsaac & Partners first reported a position in CMS Energy in Q4 2023 and held it in 5 quarters.
  • Coston McIsaac & Partners's CMS Energy position peaked at $2K in Q4 2024.
  • 733 funds tracked by Wall St. Rank held CMS Energy as of Q1 2025.

Based on Coston McIsaac & Partners's 13F filing for Q1 2025, filed 13 May 2025.