LGT Financial Advisors’s CMS Energy CMS Stock Holding History

LGT Financial Advisors’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	Closed	-$139	–	440
2025 Q2	$139	Buy	+2	New	+$142	﹤0.01%	573

Other funds holding CMS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LGT Financial Advisors's CMS Position: Q3 2025 in Review

LGT Financial Advisors sold out of CMS Energy (CMS) in Q3 2025, closing a stake of 2 shares — an estimated $139 sold.

LGT Financial Advisors first reported a position in CMS in Q2 2025 and held it in 1 quarter. The position peaked at $139 in Q2 2025. 776 funds tracked by Wall St. Rank hold CMS as of Q3 2025.

LGT Financial Advisors reported no remaining CMS Energy position as of Q3 2025 after selling out during the quarter.
LGT Financial Advisors sold 2 CMS Energy shares in Q3 2025, an estimated $139.
LGT Financial Advisors first reported a position in CMS Energy in Q2 2025 and held it in 1 quarter.
LGT Financial Advisors's CMS Energy position peaked at $139 in Q2 2025.
776 funds tracked by Wall St. Rank held CMS Energy as of Q3 2025.

Based on LGT Financial Advisors's 13F filing for Q3 2025, filed 17 Nov 2025.