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FORA Capital’s CMS Energy CMS Stock Holding History

FORA Capital’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
-5,617
Closed -$412K – 469
2025
Q3 		$412K Sell
5,617
-8,234
-59% -$591K 0.07% 313
2025
Q2 		$960K Buy
13,851
+3,455
+33% +$246K 0.11% 227
2025
Q1 		$781K Buy
+10,396
New +$726K 0.08% 273
2022
Q2 		– Sell
-17,113
Closed -$1.2M – 465
2022
Q1 		$1.2M Buy
17,113
+12,614
+280% +$818K 0.22% 133
2021
Q4 		$293K Buy
+4,499
New +$276K 0.11% 228
2020
Q4 		– Sell
-6,579
Closed -$404K – 945
2020
Q3 		$404K Buy
+6,579
New +$403K 0.26% 81
2020
Q2 		– Sell
-9,795
Closed -$575K – 958
2020
Q1 		$575K Sell
9,795
-20,923
-68% -$1.34M 0.12% 215
2019
Q4 		$1.93M Buy
+30,718
New +$1.91M 0.19% 136

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

FORA Capital's CMS Position: Q4 2025 in Review

FORA Capital sold out of CMS Energy (CMS) in Q4 2025, closing a stake of 5,617 shares — an estimated $412K sold.

FORA Capital first reported a position in CMS in Q4 2019 and held it in 8 quarters. The position peaked at $1.93M in Q4 2019. 801 funds tracked by Wall St. Rank hold CMS as of Q4 2025.

  • FORA Capital reported no remaining CMS Energy position as of Q4 2025 after selling out during the quarter.
  • FORA Capital sold 5,617 CMS Energy shares in Q4 2025, an estimated $412K.
  • FORA Capital first reported a position in CMS Energy in Q4 2019 and held it in 8 quarters.
  • FORA Capital's CMS Energy position peaked at $1.93M in Q4 2019.
  • 801 funds tracked by Wall St. Rank held CMS Energy as of Q4 2025.

Based on FORA Capital's 13F filing for Q4 2025, filed 13 Feb 2026.