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Lakeridge Wealth Management’s CMS Energy CMS Stock Holding History

Lakeridge Wealth 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
Q3 		– Sell
-2,930
Closed -$203K – 156
2025
Q2 		$203K Buy
+2,930
New +$209K 0.09% 147

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
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Lakeridge Wealth Management's CMS Position: Q3 2025 in Review

Lakeridge Wealth Management sold out of CMS Energy (CMS) in Q3 2025, closing a stake of 2,930 shares — an estimated $203K sold.

Lakeridge Wealth Management first reported a position in CMS in Q2 2025 and held it in 1 quarter. The position peaked at $203K in Q2 2025. 776 funds tracked by Wall St. Rank hold CMS as of Q3 2025.

  • Lakeridge Wealth Management reported no remaining CMS Energy position as of Q3 2025 after selling out during the quarter.
  • Lakeridge Wealth Management sold 2,930 CMS Energy shares in Q3 2025, an estimated $203K.
  • Lakeridge Wealth Management first reported a position in CMS Energy in Q2 2025 and held it in 1 quarter.
  • Lakeridge Wealth Management's CMS Energy position peaked at $203K in Q2 2025.
  • 776 funds tracked by Wall St. Rank held CMS Energy as of Q3 2025.

Based on Lakeridge Wealth Management's 13F filing for Q3 2025, filed 17 Oct 2025.