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DV Equities’s CMS Energy CMS Stock Holding History

DV Equities’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
Q4 		$29.2K Buy
+417
New +$30.3K 0.01% 470

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

DV Equities's CMS Position: Q4 2025 in Review

DV Equities opened a new position in CMS Energy (CMS) in Q4 2025: 417 shares worth $29.2K. The stake represents 0.01% of the portfolio and ranks #470 among its holdings.

802 funds tracked by Wall St. Rank hold CMS as of Q4 2025.

  • DV Equities held 417 shares of CMS Energy worth $29.2K as of Q4 2025.
  • CMS Energy was a new DV Equities position in Q4 2025.
  • CMS Energy made up 0.01% of DV Equities's portfolio in Q4 2025, its #470 holding.
  • 802 funds tracked by Wall St. Rank held CMS Energy as of Q4 2025.

Based on DV Equities's 13F filing for Q4 2025, filed 17 Feb 2026.