CM
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Crestline Management’s CMS Energy CMS Stock Holding History

Crestline 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
Q1 		– Sell
-128,797
Closed -$8.58M – 126
2024
Q4 		$8.58M Sell
128,797
-41,164
-24% -$2.83M 0.29% 67
2024
Q3 		$12M Buy
169,961
+28,224
+20% +$1.85M 0.62% 27
2024
Q2 		$8.44M Buy
141,737
+17,484
+14% +$1.06M 0.66% 43
2024
Q1 		$7.5M Buy
124,253
+97,253
+360% +$5.64M 0.66% 43
2023
Q4 		$1.57M Buy
+27,000
New +$1.51M 0.13% 139

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

Crestline Management's CMS Position: Q1 2025 in Review

Crestline Management sold out of CMS Energy (CMS) in Q1 2025, closing a stake of 128,797 shares — an estimated $8.58M sold.

Crestline Management first reported a position in CMS in Q4 2023 and held it in 5 quarters. The position peaked at $12M in Q3 2024. 733 funds tracked by Wall St. Rank hold CMS as of Q1 2025.

  • Crestline Management reported no remaining CMS Energy position as of Q1 2025 after selling out during the quarter.
  • Crestline Management sold 128,797 CMS Energy shares in Q1 2025, an estimated $8.58M.
  • Crestline Management first reported a position in CMS Energy in Q4 2023 and held it in 5 quarters.
  • Crestline Management's CMS Energy position peaked at $12M in Q3 2024.
  • 733 funds tracked by Wall St. Rank held CMS Energy as of Q1 2025.

Based on Crestline Management's 13F filing for Q1 2025, filed 15 May 2025.