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Fox Run Management’s CMS Energy CMS Stock Holding History

Fox Run 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
Q3 		– Sell
-5,367
Closed -$372K – 962
2025
Q2 		$372K Buy
+5,367
New +$382K 0.06% 584
2024
Q2 		– Sell
-25,293
Closed -$1.53M – 816
2024
Q1 		$1.53M Buy
25,293
+6,553
+35% +$380K 0.33% 36
2023
Q4 		$1.09M Buy
18,740
+7,147
+62% +$399K 0.28% 65
2023
Q3 		$616K Buy
+11,593
New +$671K 0.18% 197
2023
Q2 		– Sell
-14,174
Closed -$870K – 731
2023
Q1 		$870K Buy
+14,174
New +$871K 0.28% 91
2022
Q2 		– Sell
-6,000
Closed -$420K – 558
2022
Q1 		$420K Buy
6,000
+1,671
+39% +$108K 0.23% 150
2021
Q4 		$282K Sell
4,329
-164
-4% -$10.1K 0.17% 249
2021
Q3 		$268K Buy
+4,493
New +$280K 0.17% 272
2019
Q4 		– Sell
-5,008
Closed -$320K – 404
2019
Q3 		$320K Buy
+5,008
New +$304K 0.29% 136
2017
Q2 		– Sell
-17,400
Closed -$778K – 656
2017
Q1 		$778K Buy
17,400
+10,500
+152% +$455K 0.32% 61
2016
Q4 		$287K Buy
+6,900
New +$282K 0.15% 312

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
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fox Run Management's CMS Position: Q3 2025 in Review

Fox Run Management sold out of CMS Energy (CMS) in Q3 2025, closing a stake of 5,367 shares — an estimated $372K sold.

Fox Run Management first reported a position in CMS in Q4 2016 and held it in 11 quarters. The position peaked at $1.53M in Q1 2024. 776 funds tracked by Wall St. Rank hold CMS as of Q3 2025.

  • Fox Run Management reported no remaining CMS Energy position as of Q3 2025 after selling out during the quarter.
  • Fox Run Management sold 5,367 CMS Energy shares in Q3 2025, an estimated $372K.
  • Fox Run Management first reported a position in CMS Energy in Q4 2016 and held it in 11 quarters.
  • Fox Run Management's CMS Energy position peaked at $1.53M in Q1 2024.
  • 776 funds tracked by Wall St. Rank held CMS Energy as of Q3 2025.

Based on Fox Run Management's 13F filing for Q3 2025, filed 12 Nov 2025.