MIM
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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

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Geode Capital Management
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Victory Capital Management
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Invesco
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T. Rowe Price Associates
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