KIM
CMS icon

Kestra Investment Management’s CMS Energy CMS Stock Holding History

Kestra Investment Management’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
Q1 		– Sell
-31
Closed -$2.04K – 989
2024
Q4 		$2.04K Buy
+31
New +$2.13K ﹤0.01% 1027

Other funds holding CMS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kestra Investment Management's CMS Position: Q1 2025 in Review

Kestra Investment Management sold out of CMS Energy (CMS) in Q1 2025, closing a stake of 31 shares — an estimated $2.04K sold.

Kestra Investment Management first reported a position in CMS in Q4 2024 and held it in 1 quarter. The position peaked at $2.04K in Q4 2024. 732 funds tracked by Wall St. Rank hold CMS as of Q1 2025.

  • Kestra Investment Management reported no remaining CMS Energy position as of Q1 2025 after selling out during the quarter.
  • Kestra Investment Management sold 31 CMS Energy shares in Q1 2025, an estimated $2.04K.
  • Kestra Investment Management first reported a position in CMS Energy in Q4 2024 and held it in 1 quarter.
  • Kestra Investment Management's CMS Energy position peaked at $2.04K in Q4 2024.
  • 732 funds tracked by Wall St. Rank held CMS Energy as of Q1 2025.

Based on Kestra Investment Management's 13F filing for Q1 2025, filed 16 May 2025.