HF
CMS icon

HRT Financial’s CMS Energy CMS Stock Holding History

HRT Financial’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
Q3 		– Sell
-23,485
Closed -$1.63M – 2981
2025
Q2 		$1.63M Buy
+23,485
New +$1.67M 0.01% 1017
2024
Q1 		– Sell
-22,231
Closed -$1.29M – 2421
2023
Q4 		$1.29M Buy
+22,231
New +$1.24M 0.01% 869
2022
Q4 		– Sell
-32,895
Closed -$1.92M – 2564
2022
Q3 		$1.92M Buy
+32,895
New +$2.21M 0.02% 615
2020
Q3 		– Sell
-11,167
Closed -$652K – 1958
2020
Q2 		$652K Sell
11,167
-30,367
-73% -$1.76M 0.02% 684
2020
Q1 		$2.44M Buy
+41,534
New +$2.66M 0.19% 120
2019
Q4 		– Sell
-6,083
Closed -$389K – 1215
2019
Q3 		$389K Buy
+6,083
New +$369K 0.02% 797

Other funds holding CMS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Invesco
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
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return