IEQ Capital’s CMS Energy CMS Stock Holding History

IEQ Capital’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	-13,372	Closed	-$1M	–	1847
2025 Q1	$1M	Buy	+13,372	New	+$934K	0.01%	759
2024 Q4	–	Sell	-8,075	Closed	-$570K	–	1354
2024 Q3	$570K	Sell	8,075 -2,936	-27%	-$193K	0.01%	712
2024 Q2	$655K	Buy	11,011 +698	+7%	+$42.3K	0.01%	579
2024 Q1	$622K	Buy	10,313 +492	+5%	+$28.5K	0.01%	569
2023 Q4	$570K	Sell	9,821 -205	-2%	-$11.4K	0.01%	543
2023 Q3	$532K	Sell	10,026 -35	-0.3%	-$2.03K	0.01%	550
2023 Q2	$591K	Buy	10,061 +373	+4%	+$22.5K	0.01%	510
2023 Q1	$595K	Buy	9,688 +946	+11%	+$58.1K	0.01%	520
2022 Q4	$554K	Buy	8,742 +2,820	+48%	+$167K	0.02%	490
2022 Q3	$345K	Buy	+5,922	New	+$398K	0.01%	628

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