HWG Holdings’s CMS Energy CMS Stock Holding History

HWG Holdings’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	-1,300	Closed	-$97.6K	–	67
2025 Q1	$97.6K	Buy	+1,300	New	+$90.8K	0.04%	53

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

HWG Holdings's CMS Position: Q2 2025 in Review

HWG Holdings sold out of CMS Energy (CMS) in Q2 2025, closing a stake of 1,300 shares — an estimated $97.6K sold.

HWG Holdings first reported a position in CMS in Q1 2025 and held it in 1 quarter. The position peaked at $97.6K in Q1 2025. 744 funds tracked by Wall St. Rank hold CMS as of Q2 2025.

HWG Holdings reported no remaining CMS Energy position as of Q2 2025 after selling out during the quarter.
HWG Holdings sold 1,300 CMS Energy shares in Q2 2025, an estimated $97.6K.
HWG Holdings first reported a position in CMS Energy in Q1 2025 and held it in 1 quarter.
HWG Holdings's CMS Energy position peaked at $97.6K in Q1 2025.
744 funds tracked by Wall St. Rank held CMS Energy as of Q2 2025.

Based on HWG Holdings's 13F filing for Q2 2025, filed 10 Jul 2025.