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Glass Jacobson Investment Advisors’s CMS Energy CMS Stock Holding History

Glass Jacobson Investment Advisors’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
-46
Closed -$3.07K – 607
2025
Q1 		$3.07K Hold
46
– – ﹤0.01% 712
2024
Q4 		$3.07K Buy
+46
New +$3.17K ﹤0.01% 712

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

Glass Jacobson Investment Advisors's CMS Position: Q2 2025 in Review

Glass Jacobson Investment Advisors sold out of CMS Energy (CMS) in Q2 2025, closing a stake of 46 shares — an estimated $3.07K sold.

Glass Jacobson Investment Advisors first reported a position in CMS in Q4 2024 and held it in 2 quarters. The position peaked at $3.07K in Q1 2025. 744 funds tracked by Wall St. Rank hold CMS as of Q2 2025.

  • Glass Jacobson Investment Advisors reported no remaining CMS Energy position as of Q2 2025 after selling out during the quarter.
  • Glass Jacobson Investment Advisors sold 46 CMS Energy shares in Q2 2025, an estimated $3.07K.
  • Glass Jacobson Investment Advisors first reported a position in CMS Energy in Q4 2024 and held it in 2 quarters.
  • Glass Jacobson Investment Advisors's CMS Energy position peaked at $3.07K in Q1 2025.
  • 744 funds tracked by Wall St. Rank held CMS Energy as of Q2 2025.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.