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NorthRock Partners’s CMS Energy CMS Stock Holding History

NorthRock 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
-5,088
Closed -$373K – 682
2025
Q3 		$373K Buy
5,088
+1,275
+33% +$91.6K 0.01% 624
2025
Q2 		$264K Buy
3,813
+181
+5% +$12.9K 0.01% 569
2025
Q1 		$273K Buy
3,632
+15
+0.4% +$1.05K 0.01% 492
2024
Q4 		$241K Sell
3,617
-368
-9% -$25.3K 0.01% 533
2024
Q3 		$281K Sell
3,985
-610
-13% -$40K 0.01% 517
2024
Q2 		$274K Sell
4,595
-1,773
-28% -$107K 0.01% 502
2024
Q1 		$384K Buy
6,368
+158
+3% +$9.16K 0.01% 419
2023
Q4 		$361K Buy
+6,210
New +$347K 0.02% 417
2020
Q1 		– Sell
-446
Closed -$28K – 222
2019
Q4 		$28K Buy
+446
New +$27.8K ﹤0.01% 275

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

NorthRock Partners's CMS Position: Q4 2025 in Review

NorthRock Partners sold out of CMS Energy (CMS) in Q4 2025, closing a stake of 5,088 shares — an estimated $373K sold.

NorthRock Partners first reported a position in CMS in Q4 2019 and held it in 9 quarters. The position peaked at $384K in Q1 2024. 801 funds tracked by Wall St. Rank hold CMS as of Q4 2025.

  • NorthRock Partners reported no remaining CMS Energy position as of Q4 2025 after selling out during the quarter.
  • NorthRock Partners sold 5,088 CMS Energy shares in Q4 2025, an estimated $373K.
  • NorthRock Partners first reported a position in CMS Energy in Q4 2019 and held it in 9 quarters.
  • NorthRock Partners's CMS Energy position peaked at $384K in Q1 2024.
  • 801 funds tracked by Wall St. Rank held CMS Energy as of Q4 2025.

Based on NorthRock Partners's 13F filing for Q4 2025, filed 17 Feb 2026.