Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s CMS Energy CMS Stock Holding History

Kovitz Investment Group Partners’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
-8,092
Closed -$593K – 609
2025
Q3 		$593K Buy
8,092
+2,145
+36% +$154K ﹤0.01% 979
2025
Q2 		$412K Sell
5,947
-2,122
-26% -$151K ﹤0.01% 1041
2025
Q1 		$606K Sell
8,069
-2,260
-22% -$158K ﹤0.01% 863
2024
Q4 		$688K Sell
10,329
-3,682
-26% -$253K ﹤0.01% 812
2024
Q3 		$732K Buy
14,011
+2,913
+26% +$191K 0.01% 697
2024
Q2 		$661K Sell
11,098
-1,675
-13% -$101K 0.01% 615
2024
Q1 		$771K Buy
+12,773
New +$740K 0.01% 448

Other funds holding CMS

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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 $3.37T AUM 44.26% 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

Kovitz Investment Group Partners's CMS Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of CMS Energy (CMS) in Q4 2025, closing a stake of 8,092 shares — an estimated $593K sold.

Kovitz Investment Group Partners first reported a position in CMS in Q1 2024 and held it in 7 quarters. The position peaked at $771K in Q1 2024. 802 funds tracked by Wall St. Rank hold CMS as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining CMS Energy position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 8,092 CMS Energy shares in Q4 2025, an estimated $593K.
  • Kovitz Investment Group Partners first reported a position in CMS Energy in Q1 2024 and held it in 7 quarters.
  • Kovitz Investment Group Partners's CMS Energy position peaked at $771K in Q1 2024.
  • 802 funds tracked by Wall St. Rank held CMS Energy as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.