FGP
CMS icon

Freestone Grove Partners’s CMS Energy CMS Stock Holding History

Freestone Grove Partners’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
2026
Q1 		– Sell
-926,977
Closed -$64.8M – 1017
2025
Q4 		$64.8M Buy
+926,977
New +$67.4M 0.47% 51
2025
Q2 		– Sell
-152,246
Closed -$11.4M – 699
2025
Q1 		$11.4M Buy
152,246
+138,401
+1,000% +$9.67M 0.12% 222
2024
Q4 		$923K Buy
+13,845
New +$953K 0.01% 307

Other funds holding CMS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Freestone Grove Partners's CMS Position: Q1 2026 in Review

Freestone Grove Partners sold out of CMS Energy (CMS) in Q1 2026, closing a stake of 926,977 shares — an estimated $64.8M sold.

Freestone Grove Partners first reported a position in CMS in Q4 2024 and held it in 3 quarters. The position peaked at $64.8M in Q4 2025. 802 funds tracked by Wall St. Rank hold CMS as of Q1 2026.

  • Freestone Grove Partners reported no remaining CMS Energy position as of Q1 2026 after selling out during the quarter.
  • Freestone Grove Partners sold 926,977 CMS Energy shares in Q1 2026, an estimated $64.8M.
  • Freestone Grove Partners first reported a position in CMS Energy in Q4 2024 and held it in 3 quarters.
  • Freestone Grove Partners's CMS Energy position peaked at $64.8M in Q4 2025.
  • 802 funds tracked by Wall St. Rank held CMS Energy as of Q1 2026.

Based on Freestone Grove Partners's 13F filing for Q1 2026, filed 15 May 2026.