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MBB Public Markets’s CMS Energy CMS Stock Holding History

MBB Public Markets’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
-3,661
Closed -$254K – 127
2025
Q2 		$254K Sell
3,661
-806
-18% -$57.4K 0.02% 329
2025
Q1 		$336K Buy
+4,467
New +$312K 0.04% 76
2024
Q4 		– Sell
-4,950
Closed -$350K – 183
2024
Q3 		$350K Sell
4,950
-15,820
-76% -$1.04M 0.02% 200
2024
Q2 		$1.24M Buy
+20,770
New +$1.26M 0.03% 467

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

MBB Public Markets's CMS Position: Q3 2025 in Review

MBB Public Markets sold out of CMS Energy (CMS) in Q3 2025, closing a stake of 3,661 shares — an estimated $254K sold.

MBB Public Markets first reported a position in CMS in Q2 2024 and held it in 4 quarters. The position peaked at $1.24M in Q2 2024. 776 funds tracked by Wall St. Rank hold CMS as of Q3 2025.

  • MBB Public Markets reported no remaining CMS Energy position as of Q3 2025 after selling out during the quarter.
  • MBB Public Markets sold 3,661 CMS Energy shares in Q3 2025, an estimated $254K.
  • MBB Public Markets first reported a position in CMS Energy in Q2 2024 and held it in 4 quarters.
  • MBB Public Markets's CMS Energy position peaked at $1.24M in Q2 2024.
  • 776 funds tracked by Wall St. Rank held CMS Energy as of Q3 2025.

Based on MBB Public Markets's 13F filing for Q3 2025, filed 14 Nov 2025.