Hexagon Capital Partners’s CMS Energy CMS Stock Holding History

Hexagon Capital 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	-560	Closed	-$42.1K	–	384
2025 Q1	$42.1K	Buy	560 +113	+25%	+$7.89K	0.01%	512
2024 Q4	$29.8K	Buy	447 +104	+30%	+$7.16K	0.01%	646
2024 Q3	$24.2K	Buy	343 +180	+110%	+$11.8K	﹤0.01%	640
2024 Q2	$9.7K	Sell	163 -45	-22%	-$2.72K	﹤0.01%	884
2024 Q1	$12.6K	Sell	208 -50	-19%	-$2.9K	﹤0.01%	799
2023 Q4	$15K	Sell	258 -58	-18%	-$3.24K	﹤0.01%	733
2023 Q3	$16.8K	Buy	316 +17	+6%	+$985	﹤0.01%	609
2023 Q2	$17.6K	Buy	299 +38	+15%	+$2.29K	﹤0.01%	598
2023 Q1	$16K	Buy	261 +1	+0.4%	+$61	﹤0.01%	614
2022 Q4	$16.5K	Buy	260 +124	+91%	+$7.33K	﹤0.01%	594
2022 Q3	$8K	Buy	136 +117	+616%	+$7.87K	﹤0.01%	821
2022 Q2	$1K	Buy	+19	New	+$1.31K	﹤0.01%	1040

Other funds holding CMS

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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 Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

T. Rowe Price Associates

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 $501B AUM 22.01% 1-Year Est. Return