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Elo Mutual Pension Insurance’s CMS Energy CMS Stock Holding History

Elo Mutual Pension Insurance’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 		– Sell
-21,593
Closed -$1.58M – 618
2025
Q3 		$1.58M Buy
+21,593
New +$1.55M 0.03% 420
2025
Q2 		– Sell
-10,919
Closed -$820K – 642
2025
Q1 		$820K Sell
10,919
-20,874
-66% -$1.46M 0.02% 464
2024
Q4 		$2.12M Buy
31,793
+5,266
+20% +$362K 0.05% 339
2024
Q3 		$1.87M Sell
26,527
-513
-2% -$33.7K 0.04% 331
2024
Q2 		$1.61M Buy
27,040
+492
+2% +$29.8K 0.04% 332
2024
Q1 		$1.6M Buy
26,548
+1,078
+4% +$62.5K 0.04% 341
2023
Q4 		$1.48M Buy
25,470
+1,055
+4% +$58.9K 0.04% 351
2023
Q3 		$1.3M Buy
24,415
+355
+1% +$20.6K 0.04% 342
2023
Q2 		$1.41M Buy
24,060
+777
+3% +$46.9K 0.04% 323
2023
Q1 		$1.43M Buy
23,283
+828
+4% +$50.9K 0.05% 307
2022
Q4 		$1.42M Buy
22,455
+747
+3% +$44.2K 0.05% 307
2022
Q3 		$1.26M Sell
21,708
-1,076
-5% -$72.4K 0.05% 308
2022
Q2 		$1.54M Hold
22,784
– – 0.05% 292
2022
Q1 		$1.59M Buy
22,784
+802
+4% +$52K 0.05% 317
2021
Q4 		$1.43M Buy
21,982
+1,868
+9% +$115K 0.04% 332
2021
Q3 		$1.2M Hold
20,114
– – 0.04% 326
2021
Q2 		$1.19M Sell
20,114
-543
-3% -$33.8K 0.04% 331
2021
Q1 		$1.26M Buy
20,657
+303
+1% +$17.4K 0.04% 314
2020
Q4 		$1.24M Buy
+20,354
New +$1.27M 0.04% 296

Other funds holding CMS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

Elo Mutual Pension Insurance's CMS Position: Q4 2025 in Review

Elo Mutual Pension Insurance sold out of CMS Energy (CMS) in Q4 2025, closing a stake of 21,593 shares — an estimated $1.58M sold.

Elo Mutual Pension Insurance first reported a position in CMS in Q4 2020 and held it in 19 quarters. The position peaked at $2.12M in Q4 2024. 801 funds tracked by Wall St. Rank hold CMS as of Q4 2025.

  • Elo Mutual Pension Insurance reported no remaining CMS Energy position as of Q4 2025 after selling out during the quarter.
  • Elo Mutual Pension Insurance sold 21,593 CMS Energy shares in Q4 2025, an estimated $1.58M.
  • Elo Mutual Pension Insurance first reported a position in CMS Energy in Q4 2020 and held it in 19 quarters.
  • Elo Mutual Pension Insurance's CMS Energy position peaked at $2.12M in Q4 2024.
  • 801 funds tracked by Wall St. Rank held CMS Energy as of Q4 2025.

Based on Elo Mutual Pension Insurance's 13F filing for Q4 2025, filed 12 Feb 2026.