Grey Fox Wealth Advisors’s CMS Energy CMS Stock Holding History

Grey Fox Wealth 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 Q4	–	Sell	-16	Closed	-$1.17K	–	218
2025 Q3	$1.17K	Buy	+16	New	+$1.15K	﹤0.01%	572
2023 Q2	–	Sell	-13	Closed	-$798	–	179
2023 Q1	$798	Buy	+13	New	+$799	﹤0.01%	474

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Grey Fox Wealth Advisors's CMS Position: Q4 2025 in Review

Grey Fox Wealth Advisors sold out of CMS Energy (CMS) in Q4 2025, closing a stake of 16 shares — an estimated $1.17K sold.

Grey Fox Wealth Advisors first reported a position in CMS in Q1 2023 and held it in 2 quarters. The position peaked at $1.17K in Q3 2025. 802 funds tracked by Wall St. Rank hold CMS as of Q4 2025.

Grey Fox Wealth Advisors reported no remaining CMS Energy position as of Q4 2025 after selling out during the quarter.
Grey Fox Wealth Advisors sold 16 CMS Energy shares in Q4 2025, an estimated $1.17K.
Grey Fox Wealth Advisors first reported a position in CMS Energy in Q1 2023 and held it in 2 quarters.
Grey Fox Wealth Advisors's CMS Energy position peaked at $1.17K in Q3 2025.
802 funds tracked by Wall St. Rank held CMS Energy as of Q4 2025.

Based on Grey Fox Wealth Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.