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Rise Advisors’s CMS Energy CMS Stock Holding History

Rise 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
Q4 		– Sell
-19
Closed -$1.39K – 363
2025
Q3 		$1.39K Hold
19
– – ﹤0.01% 1229
2025
Q2 		$1.32K Hold
19
– – ﹤0.01% 1247
2025
Q1 		$1.43K Sell
19
-178
-90% -$12.4K ﹤0.01% 1202
2024
Q4 		$13.1K Buy
197
+2
+1% +$138 0.01% 889
2024
Q3 		$13.8K Buy
195
+1
+0.5% +$66 0.01% 912
2024
Q2 		$11.5K Buy
194
+2
+1% +$121 0.01% 958
2024
Q1 		$11.6K Buy
+192
New +$11.1K 0.01% 1016

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Rise Advisors's CMS Position: Q4 2025 in Review

Rise Advisors sold out of CMS Energy (CMS) in Q4 2025, closing a stake of 19 shares — an estimated $1.39K sold.

Rise Advisors first reported a position in CMS in Q1 2024 and held it in 7 quarters. The position peaked at $13.8K in Q3 2024. 802 funds tracked by Wall St. Rank hold CMS as of Q4 2025.

  • Rise Advisors reported no remaining CMS Energy position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 19 CMS Energy shares in Q4 2025, an estimated $1.39K.
  • Rise Advisors first reported a position in CMS Energy in Q1 2024 and held it in 7 quarters.
  • Rise Advisors's CMS Energy position peaked at $13.8K in Q3 2024.
  • 802 funds tracked by Wall St. Rank held CMS Energy as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.