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Orion Portfolio Solutions’s CMS Energy CMS Stock Holding History

Orion Portfolio Solutions’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
Q1 		$2.81M Buy
37,365
+3,374
+10% +$236K 0.03% 558
2024
Q4 		$2.27M Buy
33,991
+6,451
+23% +$444K 0.02% 638
2024
Q3 		$1.95M Buy
27,540
+3,347
+14% +$220K 0.02% 703
2024
Q2 		$1.44M Buy
24,193
+1,041
+4% +$63K 0.02% 801
2024
Q1 		$1.4M Buy
23,152
+2,545
+12% +$147K 0.02% 835
2023
Q4 		$1.23M Buy
20,607
+192
+0.9% +$10.7K 0.01% 855
2023
Q3 		$1.08M Buy
20,415
+4,859
+31% +$281K 0.01% 897
2023
Q2 		$914K Buy
15,556
+1,694
+12% +$102K 0.01% 986
2023
Q1 		$851K Buy
13,862
+10,627
+329% +$653K 0.01% 945
2022
Q4 		$205K Buy
+3,235
New +$191K 0.01% 769
2020
Q3 		– Sell
-646
Closed -$38K – 726
2020
Q2 		$38K Sell
646
-72
-10% -$4.17K ﹤0.01% 770
2020
Q1 		$42K Buy
718
+161
+29% +$10.3K ﹤0.01% 629
2019
Q4 		$35K Buy
+557
New +$34.7K ﹤0.01% 623

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Orion Portfolio Solutions's CMS Position: Q1 2025 in Review

Orion Portfolio Solutions increased its CMS Energy (CMS) stake by 9.9% in Q1 2025, buying an estimated $236K and bringing the position to 37,365 shares worth $2.81M. The position accounts for 0.03% of the portfolio, ranked #558.

Orion Portfolio Solutions first reported a position in CMS in Q4 2019 and has held it in 13 quarters since. 733 funds tracked by Wall St. Rank hold CMS as of Q1 2025.

  • Orion Portfolio Solutions held 37,365 shares of CMS Energy worth $2.81M as of Q1 2025.
  • Orion Portfolio Solutions bought 3,374 CMS Energy shares in Q1 2025, an estimated $236K.
  • CMS Energy made up 0.03% of Orion Portfolio Solutions's portfolio in Q1 2025, its #558 holding.
  • Orion Portfolio Solutions first reported a position in CMS Energy in Q4 2019 and has held it in 13 quarters since.
  • 733 funds tracked by Wall St. Rank held CMS Energy as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.