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PSI Advisors’s CMS Energy CMS Stock Holding History

PSI Advisors’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
-1
Closed -$75 – 211
2025
Q1 		$75 Hold
1
– – ﹤0.01% 741
2024
Q4 		$67 Hold
1
– – ﹤0.01% 874
2024
Q3 		$71 Hold
1
– – ﹤0.01% 872
2024
Q2 		$60 Hold
1
– – ﹤0.01% 858
2024
Q1 		$60 Hold
1
– – ﹤0.01% 792
2023
Q4 		$58 Hold
1
– – ﹤0.01% 864
2023
Q3 		$53 Hold
1
– – ﹤0.01% 848
2023
Q2 		$59 Hold
1
– – ﹤0.01% 837
2023
Q1 		$61 Hold
1
– – ﹤0.01% 783
2022
Q4 		$63 Hold
1
– – ﹤0.01% 768
2022
Q3 		$0 Buy
+1
New +$67 ﹤0.01% 775
2022
Q2 		– Sell
-1
Closed – – 781
2022
Q1 		$0 Hold
1
– – ﹤0.01% 728
2021
Q4 		$0 Buy
+1
New +$61 ﹤0.01% 768

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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PSI Advisors's CMS Position: Q2 2025 in Review

PSI Advisors sold out of CMS Energy (CMS) in Q2 2025, closing a stake of 1 share — an estimated $75 sold.

PSI Advisors first reported a position in CMS in Q4 2021 and held it in 13 quarters. The position peaked at $75 in Q1 2025. 744 funds tracked by Wall St. Rank hold CMS as of Q2 2025.

  • PSI Advisors reported no remaining CMS Energy position as of Q2 2025 after selling out during the quarter.
  • PSI Advisors sold 1 CMS Energy share in Q2 2025, an estimated $75.
  • PSI Advisors first reported a position in CMS Energy in Q4 2021 and held it in 13 quarters.
  • PSI Advisors's CMS Energy position peaked at $75 in Q1 2025.
  • 744 funds tracked by Wall St. Rank held CMS Energy as of Q2 2025.

Based on PSI Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.