RCM
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Raleigh Capital Management’s CMS Energy CMS Stock Holding History

Raleigh 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
-26
Closed -$1.95K – 650
2025
Q1 		$1.95K Sell
26
-215
-89% -$15K ﹤0.01% 407
2024
Q4 		$16.1K Buy
241
+39
+19% +$2.68K 0.01% 505
2024
Q3 		$14.3K Buy
202
+77
+62% +$5.05K 0.01% 509
2024
Q2 		$7.44K Buy
125
+10
+9% +$605 ﹤0.01% 618
2024
Q1 		$6.94K Buy
115
+30
+35% +$1.74K ﹤0.01% 604
2023
Q4 		$4.94K Buy
+85
New +$4.75K ﹤0.01% 736

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 $3.38T AUM 44.17% 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

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

Raleigh Capital Management sold out of CMS Energy (CMS) in Q2 2025, closing a stake of 26 shares — an estimated $1.95K sold.

Raleigh Capital Management first reported a position in CMS in Q4 2023 and held it in 6 quarters. The position peaked at $16.1K in Q4 2024. 744 funds tracked by Wall St. Rank hold CMS as of Q2 2025.

  • Raleigh Capital Management reported no remaining CMS Energy position as of Q2 2025 after selling out during the quarter.
  • Raleigh Capital Management sold 26 CMS Energy shares in Q2 2025, an estimated $1.95K.
  • Raleigh Capital Management first reported a position in CMS Energy in Q4 2023 and held it in 6 quarters.
  • Raleigh Capital Management's CMS Energy position peaked at $16.1K in Q4 2024.
  • 744 funds tracked by Wall St. Rank held CMS Energy as of Q2 2025.

Based on Raleigh Capital Management's 13F filing for Q2 2025, filed 17 Jul 2025.