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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 – 2952
2025
Q2 		$1.63M Buy
+23,485
New +$1.67M 0.01% 1017
2024
Q1 		– Sell
-22,231
Closed -$1.29M – 2414
2023
Q4 		$1.29M Buy
+22,231
New +$1.24M 0.01% 869
2022
Q4 		– Sell
-32,895
Closed -$1.92M – 2549
2022
Q3 		$1.92M Buy
+32,895
New +$2.21M 0.02% 615
2020
Q3 		– Sell
-11,167
Closed -$652K – 1948
2020
Q2 		$652K Sell
11,167
-30,367
-73% -$1.76M 0.02% 684
2020
Q1 		$2.44M Buy
+41,534
New +$2.66M 0.16% 120
2019
Q4 		– Sell
-6,083
Closed -$389K – 1209
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 $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
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HRT Financial's CMS Position: Q3 2025 in Review

HRT Financial sold out of CMS Energy (CMS) in Q3 2025, closing a stake of 23,485 shares — an estimated $1.63M sold.

HRT Financial first reported a position in CMS in Q3 2019 and held it in 6 quarters. The position peaked at $2.44M in Q1 2020. 776 funds tracked by Wall St. Rank hold CMS as of Q3 2025.

  • HRT Financial reported no remaining CMS Energy position as of Q3 2025 after selling out during the quarter.
  • HRT Financial sold 23,485 CMS Energy shares in Q3 2025, an estimated $1.63M.
  • HRT Financial first reported a position in CMS Energy in Q3 2019 and held it in 6 quarters.
  • HRT Financial's CMS Energy position peaked at $2.44M in Q1 2020.
  • 776 funds tracked by Wall St. Rank held CMS Energy as of Q3 2025.

Based on HRT Financial's 13F filing for Q3 2025, filed 14 Nov 2025.