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ORG Partners’s CMS Energy CMS Stock Holding History

ORG 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 		$13.1K Sell
187
-48
-20% -$3.49K ﹤0.01% 914
2025
Q3 		$17.2K Buy
235
+89
+61% +$6.39K ﹤0.01% 834
2025
Q2 		$10.2K Buy
146
+71
+95% +$5.06K ﹤0.01% 899
2025
Q1 		$5.63K Buy
+75
New +$5.24K ﹤0.01% 910

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

ORG Partners's CMS Position: Q4 2025 in Review

ORG Partners reduced its CMS Energy (CMS) stake by 20% in Q4 2025, selling an estimated $3.49K and leaving 187 shares worth $13.1K. The position accounts for ﹤0.01% of the portfolio, ranked #914.

ORG Partners first reported a position in CMS in Q1 2025 and has held it in 4 quarters since. The position peaked at $17.2K in Q3 2025. 801 funds tracked by Wall St. Rank hold CMS as of Q4 2025.

  • ORG Partners held 187 shares of CMS Energy worth $13.1K as of Q4 2025.
  • ORG Partners sold 48 CMS Energy shares in Q4 2025, an estimated $3.49K.
  • CMS Energy made up ﹤0.01% of ORG Partners's portfolio in Q4 2025, its #914 holding.
  • ORG Partners first reported a position in CMS Energy in Q1 2025 and has held it in 4 quarters since.
  • ORG Partners's CMS Energy position peaked at $17.2K in Q3 2025.
  • 801 funds tracked by Wall St. Rank held CMS Energy as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.