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Principal Securities’s CMS Energy CMS Stock Holding History

Principal Securities’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
Q4 		– Sell
-2,490
Closed -$182K – 1737
2025
Q3 		$182K Sell
2,490
-12
-0.5% -$862 ﹤0.01% 1332
2025
Q2 		$173K Buy
2,502
+546
+28% +$38.9K ﹤0.01% 1291
2025
Q1 		$130K Hold
1,956
– – ﹤0.01% 1318
2024
Q4 		$130K Buy
1,956
+490
+33% +$33.7K ﹤0.01% 1318
2024
Q3 		$104K Buy
1,466
+250
+21% +$16.4K ﹤0.01% 1381
2024
Q2 		$72.4K Buy
1,216
+293
+32% +$17.7K ﹤0.01% 1449
2024
Q1 		$55.7K Sell
923
-134
-13% -$7.77K ﹤0.01% 1523
2023
Q4 		$61.4K Buy
+1,057
New +$59K ﹤0.01% 1395

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

Principal Securities's CMS Position: Q4 2025 in Review

Principal Securities sold out of CMS Energy (CMS) in Q4 2025, closing a stake of 2,490 shares — an estimated $182K sold.

Principal Securities first reported a position in CMS in Q4 2023 and held it in 8 quarters. The position peaked at $182K in Q3 2025. 801 funds tracked by Wall St. Rank hold CMS as of Q4 2025.

  • Principal Securities reported no remaining CMS Energy position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 2,490 CMS Energy shares in Q4 2025, an estimated $182K.
  • Principal Securities first reported a position in CMS Energy in Q4 2023 and held it in 8 quarters.
  • Principal Securities's CMS Energy position peaked at $182K in Q3 2025.
  • 801 funds tracked by Wall St. Rank held CMS Energy as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.