Prelude Capital Management’s CMS Energy CMS Stock Holding History

Prelude Capital Management’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 Q2	–	Sell	-17,600	Closed	-$1.32M	–	1048
2025 Q1	$1.32M	Buy	+17,600	New	+$1.23M	0.1%	243

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 $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Prelude Capital Management's CMS Position: Q2 2025 in Review

Prelude Capital Management sold out of CMS Energy (CMS) in Q2 2025, closing a stake of 5,187 shares — an estimated $390K sold.

Prelude Capital Management first reported a position in CMS in Q2 2013 and held it in 35 quarters. The position peaked at $1.45M in Q4 2013. 745 funds tracked by Wall St. Rank hold CMS as of Q2 2025.

Prelude Capital Management reported no remaining CMS Energy position as of Q2 2025 after selling out during the quarter.
Prelude Capital Management sold 5,187 CMS Energy shares in Q2 2025, an estimated $390K.
Prelude Capital Management first reported a position in CMS Energy in Q2 2013 and held it in 35 quarters.
Prelude Capital Management's CMS Energy position peaked at $1.45M in Q4 2013.
745 funds tracked by Wall St. Rank held CMS Energy as of Q2 2025.

Based on Prelude Capital Management's 13F filing for Q2 2025, filed 14 Aug 2025.