FPAS
CMS icon

Focus Partners Advisor Solutions’s CMS Energy CMS Stock Holding History

Focus Partners Advisor Solutions’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
-3,250
Closed -$244K – 1113
2025
Q1 		$244K Buy
+3,250
New +$227K ﹤0.01% 845

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Focus Partners Advisor Solutions's CMS Position: Q2 2025 in Review

Focus Partners Advisor Solutions sold out of CMS Energy (CMS) in Q2 2025, closing a stake of 3,250 shares — an estimated $244K sold.

Focus Partners Advisor Solutions first reported a position in CMS in Q1 2025 and held it in 1 quarter. The position peaked at $244K in Q1 2025. 744 funds tracked by Wall St. Rank hold CMS as of Q2 2025.

  • Focus Partners Advisor Solutions reported no remaining CMS Energy position as of Q2 2025 after selling out during the quarter.
  • Focus Partners Advisor Solutions sold 3,250 CMS Energy shares in Q2 2025, an estimated $244K.
  • Focus Partners Advisor Solutions first reported a position in CMS Energy in Q1 2025 and held it in 1 quarter.
  • Focus Partners Advisor Solutions's CMS Energy position peaked at $244K in Q1 2025.
  • 744 funds tracked by Wall St. Rank held CMS Energy as of Q2 2025.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2025, filed 31 Jul 2025.