Ninepoint Partners’s CMS Energy CMS Stock Holding History

Ninepoint 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 Q3	–	Sell	-20,748	Closed	-$1.44M	–	136
2025 Q2	$1.44M	Buy	20,748 +1,308	+7%	+$93.2K	0.24%	52
2025 Q1	$1.46M	Buy	19,440 +905	+5%	+$63.2K	0.24%	48
2024 Q4	$1.24M	Buy	18,535 +3,113	+20%	+$214K	0.18%	56
2024 Q3	$1.09M	Sell	15,422 -2,083	-12%	-$137K	0.12%	47
2024 Q2	$1.04M	Hold	17,505	–	–	0.1%	49
2024 Q1	$1.06M	Buy	+17,505	New	+$1.01M	0.11%	51

Other funds holding CMS

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ninepoint Partners's CMS Position: Q3 2025 in Review

Ninepoint Partners sold out of CMS Energy (CMS) in Q3 2025, closing a stake of 20,748 shares — an estimated $1.44M sold.

Ninepoint Partners first reported a position in CMS in Q1 2024 and held it in 6 quarters. The position peaked at $1.46M in Q1 2025. 776 funds tracked by Wall St. Rank hold CMS as of Q3 2025.

Ninepoint Partners reported no remaining CMS Energy position as of Q3 2025 after selling out during the quarter.
Ninepoint Partners sold 20,748 CMS Energy shares in Q3 2025, an estimated $1.44M.
Ninepoint Partners first reported a position in CMS Energy in Q1 2024 and held it in 6 quarters.
Ninepoint Partners's CMS Energy position peaked at $1.46M in Q1 2025.
776 funds tracked by Wall St. Rank held CMS Energy as of Q3 2025.

Based on Ninepoint Partners's 13F filing for Q3 2025, filed 12 Nov 2025.