Oliver Lagore Vanvalin Investment Group’s CMS Energy CMS Stock Holding History

Oliver Lagore Vanvalin Investment Group’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 Q2	$281K	Buy	+3,745	New	+$267K	0.11%	112
2024 Q4	$250K	Hold	3,745	–	–	0.06%	110
2024 Q3	$265K	Hold	3,745	–	–	0.07%	107
2024 Q2	$223K	Hold	3,745	–	–	0.06%	110
2024 Q1	$226K	Sell	3,745 -600	-14%	-$34.8K	0.07%	120
2023 Q4	$252K	Sell	4,345 -450	-9%	-$25.1K	0.09%	100
2023 Q3	$255K	Sell	4,795 -6	-0.1%	-$348	0.1%	108
2023 Q2	$282K	Hold	4,801	–	–	0.1%	118
2023 Q1	$295K	Buy	4,801 +351	+8%	+$21.6K	0.13%	74
2022 Q4	$282K	Hold	4,450	–	–	0.16%	70
2022 Q3	$259K	Hold	4,450	–	–	0.17%	75
2022 Q2	$300K	Buy	4,450 +1,600	+56%	+$110K	0.17%	71
2022 Q1	$199K	Buy	+2,850	New	+$185K	0.13%	96

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Oliver Lagore Vanvalin Investment Group's CMS Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in CMS Energy (CMS) in Q2 2025: 3,745 shares worth $281K. The stake represents 0.11% of the portfolio and ranks #112 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in CMS as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in CMS in Q1 2022 and has held it in 13 quarters since. The position peaked at $300K in Q2 2022. 744 funds tracked by Wall St. Rank hold CMS as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 3,745 shares of CMS Energy worth $281K as of Q2 2025.
CMS Energy was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
CMS Energy made up 0.11% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #112 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in CMS Energy in Q1 2022 and has held it in 13 quarters since.
Oliver Lagore Vanvalin Investment Group's CMS Energy position peaked at $300K in Q2 2022.
744 funds tracked by Wall St. Rank held CMS Energy as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.