Morningstar Investment Management’s CMS Energy CMS Stock Holding History

Morningstar Investment Management’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	-3,391	Closed	-$235K	–	486
2025 Q2	$235K	Buy	+3,391	New	+$242K	0.02%	189
2025 Q1	–	Sell	-3,627	Closed	-$242K	–	104
2024 Q4	$242K	Hold	3,627	–	–	0.02%	187
2024 Q3	$253K	Buy	3,627 +9	+0.2%	+$591	0.03%	180
2024 Q2	$215K	Hold	3,618	–	–	0.02%	188
2024 Q1	$218K	Hold	3,618	–	–	0.02%	193
2023 Q4	$210K	Buy	+3,618	New	+$202K	0.02%	189
2023 Q3	–	Sell	-3,591	Closed	-$211K	–	170
2023 Q2	$211K	Buy	+3,591	New	+$217K	0.03%	161

Other funds holding CMS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morningstar Investment Management's CMS Position: Q3 2025 in Review

Morningstar Investment Management sold out of CMS Energy (CMS) in Q3 2025, closing a stake of 3,391 shares — an estimated $235K sold.

Morningstar Investment Management first reported a position in CMS in Q2 2023 and held it in 7 quarters. The position peaked at $253K in Q3 2024. 778 funds tracked by Wall St. Rank hold CMS as of Q3 2025.

Morningstar Investment Management reported no remaining CMS Energy position as of Q3 2025 after selling out during the quarter.
Morningstar Investment Management sold 3,391 CMS Energy shares in Q3 2025, an estimated $235K.
Morningstar Investment Management first reported a position in CMS Energy in Q2 2023 and held it in 7 quarters.
Morningstar Investment Management's CMS Energy position peaked at $253K in Q3 2024.
778 funds tracked by Wall St. Rank held CMS Energy as of Q3 2025.

Based on Morningstar Investment Management's 13F filing for Q3 2025, filed 17 Nov 2025.