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Lindbrook Capital’s CMS Energy CMS Stock Holding History

Lindbrook Capital’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 		$30.6K Sell
408
-712
-64% -$49.7K ﹤0.01% 1177
2024
Q4 		$74.6K Buy
1,120
+91
+9% +$6.26K 0.01% 652
2024
Q3 		$72.7K Sell
1,029
-79
-7% -$5.18K 0.01% 669
2024
Q2 		$66K Buy
1,108
+65
+6% +$3.94K 0.01% 687
2024
Q1 		$62.9K Sell
1,043
-29
-3% -$1.68K 0.01% 692
2023
Q4 		$62.3K Sell
1,072
-390
-27% -$21.8K 0.01% 684
2023
Q3 		$77.6K Sell
1,462
-99
-6% -$5.73K 0.01% 534
2023
Q2 		$91.7K Buy
1,561
+66
+4% +$3.98K 0.01% 509
2023
Q1 		$91.8K Buy
1,495
+700
+88% +$43K 0.01% 499
2022
Q4 		$50.3K Buy
795
+34
+4% +$2.01K 0.01% 693
2022
Q3 		$44K Buy
761
+15
+2% +$1.01K 0.01% 685
2022
Q2 		$50K Hold
746
– – 0.01% 656
2022
Q1 		$52K Buy
746
+9
+1% +$584 0.01% 659
2021
Q4 		$48K Sell
737
-18
-2% -$1.1K 0.01% 730
2021
Q3 		$45K Buy
755
+9
+1% +$562 0.01% 463
2021
Q2 		$44K Hold
746
– – 0.01% 512
2021
Q1 		$46K Buy
746
+124
+20% +$7.13K 0.01% 479
2020
Q4 		$38K Buy
622
+10
+2% +$625 0.01% 483
2020
Q3 		$38K Sell
612
-160
-21% -$9.8K 0.01% 422
2020
Q2 		$45K Sell
772
-266
-26% -$15.4K 0.01% 378
2020
Q1 		$61K Sell
1,038
-387
-27% -$24.8K 0.02% 275
2019
Q4 		$90K Buy
1,425
+53
+4% +$3.3K 0.03% 267
2019
Q3 		$88K Hold
1,372
– – 0.03% 260
2019
Q2 		$79K Sell
1,372
-37
-3% -$2.08K 0.03% 281
2019
Q1 		$78K Buy
1,409
+150
+12% +$7.91K 0.03% 276
2018
Q4 		$62K Buy
+1,259
New +$63.6K 0.03% 281

Other funds holding CMS

Vanguard Group
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $315B AUM 27.84% 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

Lindbrook Capital's CMS Position: Q1 2025 in Review

Lindbrook Capital reduced its CMS Energy (CMS) stake by 64% in Q1 2025, selling an estimated $49.7K and leaving 408 shares worth $30.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1177.

Lindbrook Capital first reported a position in CMS in Q4 2018 and has held it in 26 quarters since. The position peaked at $91.8K in Q1 2023. 733 funds tracked by Wall St. Rank hold CMS as of Q1 2025.

  • Lindbrook Capital held 408 shares of CMS Energy worth $30.6K as of Q1 2025.
  • Lindbrook Capital sold 712 CMS Energy shares in Q1 2025, an estimated $49.7K.
  • CMS Energy made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1177 holding.
  • Lindbrook Capital first reported a position in CMS Energy in Q4 2018 and has held it in 26 quarters since.
  • Lindbrook Capital's CMS Energy position peaked at $91.8K in Q1 2023.
  • 733 funds tracked by Wall St. Rank held CMS Energy as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.