Greenline Partners’s CMS Energy CMS Stock Holding History

Greenline 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
2025 Q2	–	Sell	-70	Closed	-$5.26K	–	222
2025 Q1	$5.26K	Buy	+70	New	+$4.89K	﹤0.01%	252

Other funds holding CMS

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Greenline Partners's CMS Position: Q2 2025 in Review

Greenline Partners sold out of CMS Energy (CMS) in Q2 2025, closing a stake of 70 shares — an estimated $5.26K sold.

Greenline Partners first reported a position in CMS in Q1 2025 and held it in 1 quarter. The position peaked at $5.26K in Q1 2025. 744 funds tracked by Wall St. Rank hold CMS as of Q2 2025.

Greenline Partners reported no remaining CMS Energy position as of Q2 2025 after selling out during the quarter.
Greenline Partners sold 70 CMS Energy shares in Q2 2025, an estimated $5.26K.
Greenline Partners first reported a position in CMS Energy in Q1 2025 and held it in 1 quarter.
Greenline Partners's CMS Energy position peaked at $5.26K in Q1 2025.
744 funds tracked by Wall St. Rank held CMS Energy as of Q2 2025.

Based on Greenline Partners's 13F filing for Q2 2025, filed 14 Aug 2025.