Pettee Investors’s CMS Energy CMS Stock Holding History

Pettee Investors’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	–	Sell	-15,368	Closed	-$1.02M	–	111
2024 Q4	$1.02M	Hold	15,368	–	–	0.52%	62
2024 Q3	$1.09M	Hold	15,368	–	–	0.53%	60
2024 Q2	$915K	Hold	15,368	–	–	0.44%	70
2024 Q1	$927K	Hold	15,368	–	–	0.39%	72
2023 Q4	$892K	Hold	15,368	–	–	0.39%	70
2023 Q3	$816K	Hold	15,368	–	–	0.39%	73
2023 Q2	$903K	Hold	15,368	–	–	0.41%	70
2023 Q1	$943K	Hold	15,368	–	–	0.45%	67
2022 Q4	$973K	Hold	15,368	–	–	0.48%	64
2022 Q3	$895K	Hold	15,368	–	–	0.48%	66
2022 Q2	$1.04M	Hold	15,368	–	–	0.52%	61
2022 Q1	$1.07M	Hold	15,368	–	–	0.47%	67
2021 Q4	$1M	Hold	15,368	–	–	0.42%	77
2021 Q3	$918K	Hold	15,368	–	–	0.43%	72
2021 Q2	$908K	Hold	15,368	–	–	0.43%	70
2021 Q1	$941K	Hold	15,368	–	–	0.45%	63
2020 Q4	$938K	Hold	15,368	–	–	0.5%	63
2020 Q3	$944K	Hold	15,368	–	–	0.55%	51
2020 Q2	$898K	Sell	15,368 -1,216	-7%	-$70.4K	0.56%	53
2020 Q1	$974K	Hold	16,584	–	–	0.7%	38
2019 Q4	$1.04M	Sell	16,584 -50	-0.3%	-$3.12K	0.6%	53
2019 Q3	$1.06M	Hold	16,634	–	–	0.67%	40
2019 Q2	$963K	Hold	16,634	–	–	0.61%	50
2019 Q1	$924K	Hold	16,634	–	–	0.58%	54
2018 Q4	$826K	Hold	16,634	–	–	0.59%	47
2018 Q3	$815K	Hold	16,634	–	–	0.48%	62
2018 Q2	$786K	Buy	16,634 +3,592	+28%	+$162K	0.5%	62
2018 Q1	$591K	Buy	13,042 +713	+6%	+$31.3K	0.37%	79
2017 Q4	$583K	Buy	12,329 +211	+2%	+$10.2K	0.35%	80
2017 Q3	$561K	Buy	+12,118	New	+$572K	0.36%	83

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

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

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

Pettee Investors's CMS Position: Q1 2025 in Review

Pettee Investors sold out of CMS Energy (CMS) in Q1 2025, closing a stake of 15,368 shares — an estimated $1.02M sold.

Pettee Investors first reported a position in CMS in Q3 2017 and held it in 30 quarters. The position peaked at $1.09M in Q3 2024. 733 funds tracked by Wall St. Rank hold CMS as of Q1 2025.

Pettee Investors reported no remaining CMS Energy position as of Q1 2025 after selling out during the quarter.
Pettee Investors sold 15,368 CMS Energy shares in Q1 2025, an estimated $1.02M.
Pettee Investors first reported a position in CMS Energy in Q3 2017 and held it in 30 quarters.
Pettee Investors's CMS Energy position peaked at $1.09M in Q3 2024.
733 funds tracked by Wall St. Rank held CMS Energy as of Q1 2025.

Based on Pettee Investors's 13F filing for Q1 2025, filed 2 May 2025.