PTP
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Platform Technology Partners’s CMS Energy CMS Stock Holding History

Platform Technology 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
Q3 		– Sell
-3,519
Closed -$244K – 261
2025
Q2 		$244K Buy
+3,519
New +$251K 0.06% 216

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

Platform Technology Partners's CMS Position: Q3 2025 in Review

Platform Technology Partners sold out of CMS Energy (CMS) in Q3 2025, closing a stake of 3,519 shares — an estimated $244K sold.

Platform Technology Partners first reported a position in CMS in Q2 2025 and held it in 1 quarter. The position peaked at $244K in Q2 2025. 776 funds tracked by Wall St. Rank hold CMS as of Q3 2025.

  • Platform Technology Partners reported no remaining CMS Energy position as of Q3 2025 after selling out during the quarter.
  • Platform Technology Partners sold 3,519 CMS Energy shares in Q3 2025, an estimated $244K.
  • Platform Technology Partners first reported a position in CMS Energy in Q2 2025 and held it in 1 quarter.
  • Platform Technology Partners's CMS Energy position peaked at $244K in Q2 2025.
  • 776 funds tracked by Wall St. Rank held CMS Energy as of Q3 2025.

Based on Platform Technology Partners's 13F filing for Q3 2025, filed 29 Oct 2025.