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Perpetual Ltd’s CMS Energy CMS Stock Holding History

Perpetual Ltd’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
-2,041,739
Closed -$141M – 409
2025
Q2 		$141M Sell
2,041,739
-114,245
-5% -$8.14M 1.66% 18
2025
Q1 		$162M Buy
2,155,984
+81,867
+4% +$5.72M 1.96% 13
2024
Q4 		$138M Sell
2,074,117
-223,820
-10% -$15.4M 1.62% 18
2024
Q3 		$162M Sell
2,297,937
-272,763
-11% -$17.9M 1.76% 15
2024
Q2 		$153M Sell
2,570,700
-36,402
-1% -$2.2M 1.66% 17
2024
Q1 		$157M Buy
2,607,102
+134,035
+5% +$7.77M 1.54% 20
2023
Q4 		$144M Buy
2,473,067
+7,846
+0.3% +$438K 1.48% 22
2023
Q3 		$131M Buy
2,465,221
+102,239
+4% +$5.92M 1.35% 20
2023
Q2 		$139M Buy
2,362,982
+167,691
+8% +$10.1M 1.19% 25
2023
Q1 		$135M Buy
+2,195,291
New +$135M 1.17% 25

Other funds holding CMS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Perpetual Ltd's CMS Position: Q3 2025 in Review

Perpetual Ltd sold out of CMS Energy (CMS) in Q3 2025, closing a stake of 2,041,739 shares — an estimated $141M sold.

Perpetual Ltd first reported a position in CMS in Q1 2023 and held it in 10 quarters. The position peaked at $162M in Q3 2024. 776 funds tracked by Wall St. Rank hold CMS as of Q3 2025.

  • Perpetual Ltd reported no remaining CMS Energy position as of Q3 2025 after selling out during the quarter.
  • Perpetual Ltd sold 2,041,739 CMS Energy shares in Q3 2025, an estimated $141M.
  • Perpetual Ltd first reported a position in CMS Energy in Q1 2023 and held it in 10 quarters.
  • Perpetual Ltd's CMS Energy position peaked at $162M in Q3 2024.
  • 776 funds tracked by Wall St. Rank held CMS Energy as of Q3 2025.

Based on Perpetual Ltd's 13F filing for Q3 2025, filed 10 Oct 2025.