GLA
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Great Lakes Advisors’s CMS Energy CMS Stock Holding History

Great Lakes 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
Q1 		– Sell
-4,334
Closed -$289K – 807
2024
Q4 		$289K Sell
4,334
-38
-0.9% -$2.61K ﹤0.01% 732
2024
Q3 		$309K Sell
4,372
-21
-0.5% -$1.38K ﹤0.01% 731
2024
Q2 		$261K Sell
4,393
-209
-5% -$12.7K ﹤0.01% 756
2024
Q1 		$278K Buy
4,602
+5
+0.1% +$290 ﹤0.01% 707
2023
Q4 		$267K Sell
4,597
-87
-2% -$4.86K ﹤0.01% 697
2023
Q3 		$249K Sell
4,684
-222
-5% -$12.9K ﹤0.01% 688
2023
Q2 		$288K Sell
4,906
-72
-1% -$4.34K ﹤0.01% 650
2023
Q1 		$306K Buy
4,978
+23
+0.5% +$1.41K ﹤0.01% 708
2022
Q4 		$314K Buy
4,955
+22
+0.4% +$1.3K 0.02% 552
2022
Q3 		$287K Sell
4,933
-454
-8% -$30.5K 0.01% 551
2022
Q2 		$364K Buy
5,387
+565
+12% +$39K 0.01% 558
2022
Q1 		$337K Buy
4,822
+1
+0% +$65 0.01% 576
2021
Q4 		$314K Sell
4,821
-46,560
-91% -$2.86M ﹤0.01% 572
2021
Q3 		$3.07M Buy
51,381
+46,492
+951% +$2.9M 0.05% 322
2021
Q2 		$289K Buy
4,889
+146
+3% +$9.08K ﹤0.01% 592
2021
Q1 		$290K Sell
4,743
-172
-3% -$9.88K ﹤0.01% 589
2020
Q4 		$300K Buy
4,915
+262
+6% +$16.4K 0.01% 548
2020
Q3 		$286K Buy
4,653
+496
+12% +$30.4K 0.01% 501
2020
Q2 		$243K Sell
4,157
-13,948
-77% -$808K 0.01% 510
2020
Q1 		$1.06M Sell
18,105
-89
-0.5% -$5.7K 0.03% 379
2019
Q4 		$1.14M Buy
18,194
+14,181
+353% +$884K 0.02% 382
2019
Q3 		$257K Buy
4,013
+532
+15% +$32.3K 0.01% 503
2019
Q2 		$202K Buy
+3,481
New +$195K ﹤0.01% 522

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 $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Great Lakes Advisors's CMS Position: Q1 2025 in Review

Great Lakes Advisors sold out of CMS Energy (CMS) in Q1 2025, closing a stake of 4,334 shares — an estimated $289K sold.

Great Lakes Advisors first reported a position in CMS in Q2 2019 and held it in 23 quarters. The position peaked at $3.07M in Q3 2021. 733 funds tracked by Wall St. Rank hold CMS as of Q1 2025.

  • Great Lakes Advisors reported no remaining CMS Energy position as of Q1 2025 after selling out during the quarter.
  • Great Lakes Advisors sold 4,334 CMS Energy shares in Q1 2025, an estimated $289K.
  • Great Lakes Advisors first reported a position in CMS Energy in Q2 2019 and held it in 23 quarters.
  • Great Lakes Advisors's CMS Energy position peaked at $3.07M in Q3 2021.
  • 733 funds tracked by Wall St. Rank held CMS Energy as of Q1 2025.

Based on Great Lakes Advisors's 13F filing for Q1 2025, filed 16 May 2025.