SageView Advisory Group’s CMS Energy CMS Stock Holding History

SageView Advisory Group’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	$135K	Sell	1,925 -1,735	-47%	-$126K	﹤0.01%	725
2025 Q3	$268K	Sell	3,660 -137	-4%	-$9.84K	0.01%	549
2025 Q2	$271K	Buy	3,797 +31	+0.8%	+$2.21K	0.01%	525
2025 Q1	$283K	Buy	3,766 +4	+0.1%	+$279	0.01%	485
2024 Q4	$251K	Buy	3,762 +249	+7%	+$17.1K	0.01%	504
2024 Q3	$248K	Sell	3,513 -71	-2%	-$4.66K	0.01%	445
2024 Q2	$213K	Buy	3,584 +234	+7%	+$14.2K	0.01%	524
2024 Q1	$202K	Sell	3,350 -221	-6%	-$12.8K	0.01%	509
2023 Q4	$205K	Buy	+3,571	New	+$199K	0.01%	610

Other funds holding CMS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

SageView Advisory Group's CMS Position: Q4 2025 in Review

SageView Advisory Group reduced its CMS Energy (CMS) stake by 47% in Q4 2025, selling an estimated $126K and leaving 1,925 shares worth $135K. The position accounts for ﹤0.01% of the portfolio, ranked #725.

SageView Advisory Group first reported a position in CMS in Q4 2023 and has held it in 9 quarters since. The position peaked at $283K in Q1 2025. 802 funds tracked by Wall St. Rank hold CMS as of Q4 2025.

SageView Advisory Group held 1,925 shares of CMS Energy worth $135K as of Q4 2025.
SageView Advisory Group sold 1,735 CMS Energy shares in Q4 2025, an estimated $126K.
CMS Energy made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #725 holding.
SageView Advisory Group first reported a position in CMS Energy in Q4 2023 and has held it in 9 quarters since.
SageView Advisory Group's CMS Energy position peaked at $283K in Q1 2025.
802 funds tracked by Wall St. Rank held CMS Energy as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.