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LifeWealth Investments’s CMS Energy CMS Stock Holding History

LifeWealth Investments’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
-7,118
Closed -$521K – 163
2025
Q3 		$521K Buy
7,118
+84
+1% +$6.03K 0.08% 142
2025
Q2 		$487K Sell
7,034
-173
-2% -$12.3K 0.08% 152
2025
Q1 		$541K Buy
7,207
+2,378
+49% +$166K 0.12% 114
2024
Q4 		$322K Buy
+4,829
New +$332K 0.21% 101

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

LifeWealth Investments's CMS Position: Q4 2025 in Review

LifeWealth Investments sold out of CMS Energy (CMS) in Q4 2025, closing a stake of 7,118 shares — an estimated $521K sold.

LifeWealth Investments first reported a position in CMS in Q4 2024 and held it in 4 quarters. The position peaked at $541K in Q1 2025. 801 funds tracked by Wall St. Rank hold CMS as of Q4 2025.

  • LifeWealth Investments reported no remaining CMS Energy position as of Q4 2025 after selling out during the quarter.
  • LifeWealth Investments sold 7,118 CMS Energy shares in Q4 2025, an estimated $521K.
  • LifeWealth Investments first reported a position in CMS Energy in Q4 2024 and held it in 4 quarters.
  • LifeWealth Investments's CMS Energy position peaked at $541K in Q1 2025.
  • 801 funds tracked by Wall St. Rank held CMS Energy as of Q4 2025.

Based on LifeWealth Investments's 13F filing for Q4 2025, filed 26 Jan 2026.