JSSH
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J. Safra Sarasin Holding’s CMS Energy CMS Stock Holding History

J. Safra Sarasin Holding’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
Q4 		– Sell
-34,322
Closed -$2.51M – 514
2025
Q3 		$2.51M Buy
+34,322
New +$2.47M 0.04% 195
2025
Q2 		– Sell
-36,168
Closed -$2.72M – 492
2025
Q1 		$2.72M Sell
36,168
-1,343
-4% -$93.8K 0.05% 183
2024
Q4 		$2.5M Buy
+37,511
New +$2.58M 0.04% 203

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

J. Safra Sarasin Holding's CMS Position: Q4 2025 in Review

J. Safra Sarasin Holding sold out of CMS Energy (CMS) in Q4 2025, closing a stake of 34,322 shares — an estimated $2.51M sold.

J. Safra Sarasin Holding first reported a position in CMS in Q4 2024 and held it in 3 quarters. The position peaked at $2.72M in Q1 2025. 802 funds tracked by Wall St. Rank hold CMS as of Q4 2025.

  • J. Safra Sarasin Holding reported no remaining CMS Energy position as of Q4 2025 after selling out during the quarter.
  • J. Safra Sarasin Holding sold 34,322 CMS Energy shares in Q4 2025, an estimated $2.51M.
  • J. Safra Sarasin Holding first reported a position in CMS Energy in Q4 2024 and held it in 3 quarters.
  • J. Safra Sarasin Holding's CMS Energy position peaked at $2.72M in Q1 2025.
  • 802 funds tracked by Wall St. Rank held CMS Energy as of Q4 2025.

Based on J. Safra Sarasin Holding's 13F filing for Q4 2025, filed 15 Jan 2026.