Global Financial Private Client’s CMS Energy CMS Stock Holding History

Global Financial Private Client’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	-610	Closed	-$45.8K	–	489
2025 Q1	$45.8K	Buy	610 +16	+3%	+$1.12K	0.02%	336
2024 Q4	$39.6K	Buy	594 +7	+1%	+$482	0.01%	345
2024 Q3	$41.5K	Buy	587 +30	+5%	+$1.97K	0.02%	336
2024 Q2	$33.2K	Hold	557	–	–	0.01%	340
2024 Q1	$33.4K	Hold	557	–	–	0.01%	342
2023 Q4	$32.3K	Hold	557	–	–	0.02%	337
2023 Q3	$28.2K	Hold	557	–	–	0.01%	338
2023 Q2	$33.3K	Hold	557	–	–	0.02%	326
2023 Q1	$34K	Hold	557	–	–	0.02%	323
2022 Q4	$35.3K	Hold	557	–	–	0.02%	305
2022 Q3	$33.3K	Hold	557	–	–	0.02%	304
2022 Q2	$38.5K	Hold	557	–	–	0.02%	282
2022 Q1	$39.6K	Hold	557	–	–	0.02%	287
2021 Q4	$36.2K	Hold	557	–	–	0.02%	294
2021 Q3	$33.3K	Hold	557	–	–	0.02%	274
2021 Q2	$33.5K	Hold	557	–	–	0.02%	279
2021 Q1	$34K	Hold	557	–	–	0.02%	240
2020 Q4	$34K	Hold	557	–	–	0.03%	225
2020 Q3	$34.4K	Hold	557	–	–	0.03%	214
2020 Q2	$33.4K	Hold	557	–	–	0.03%	251
2020 Q1	$31K	Hold	557	–	–	0.03%	264
2019 Q4	$35K	Buy	+557	New	+$34.7K	0.03%	280

Other funds holding CMS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Global Financial Private Client's CMS Position: Q2 2025 in Review

Global Financial Private Client sold out of CMS Energy (CMS) in Q2 2025, closing a stake of 610 shares — an estimated $45.8K sold.

Global Financial Private Client first reported a position in CMS in Q4 2019 and held it in 22 quarters. The position peaked at $45.8K in Q1 2025. 744 funds tracked by Wall St. Rank hold CMS as of Q2 2025.

Global Financial Private Client reported no remaining CMS Energy position as of Q2 2025 after selling out during the quarter.
Global Financial Private Client sold 610 CMS Energy shares in Q2 2025, an estimated $45.8K.
Global Financial Private Client first reported a position in CMS Energy in Q4 2019 and held it in 22 quarters.
Global Financial Private Client's CMS Energy position peaked at $45.8K in Q1 2025.
744 funds tracked by Wall St. Rank held CMS Energy as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.