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McDonald Partners’s CMS Energy CMS Stock Holding History

McDonald Partners’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
-3,170
Closed -$232K – 214
2025
Q3 		$232K Sell
3,170
-693
-18% -$49.8K 0.07% 213
2025
Q2 		$269K Buy
3,863
+33
+0.9% +$2.35K 0.06% 220
2025
Q1 		$288K Buy
3,830
+448
+13% +$31.3K 0.08% 204
2024
Q4 		$225K Buy
+3,382
New +$233K 0.06% 220

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

McDonald Partners's CMS Position: Q4 2025 in Review

McDonald Partners sold out of CMS Energy (CMS) in Q4 2025, closing a stake of 3,170 shares — an estimated $232K sold.

McDonald Partners first reported a position in CMS in Q4 2024 and held it in 4 quarters. The position peaked at $288K in Q1 2025. 801 funds tracked by Wall St. Rank hold CMS as of Q4 2025.

  • McDonald Partners reported no remaining CMS Energy position as of Q4 2025 after selling out during the quarter.
  • McDonald Partners sold 3,170 CMS Energy shares in Q4 2025, an estimated $232K.
  • McDonald Partners first reported a position in CMS Energy in Q4 2024 and held it in 4 quarters.
  • McDonald Partners's CMS Energy position peaked at $288K in Q1 2025.
  • 801 funds tracked by Wall St. Rank held CMS Energy as of Q4 2025.

Based on McDonald Partners's 13F filing for Q4 2025, filed 2 Feb 2026.