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Scientech Research LLC’s CMS Energy CMS Stock Holding History

Scientech Research LLC’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
-3,594
Closed -$270K – 633
2025
Q1 		$270K Buy
+3,594
New +$251K 0.07% 444
2024
Q4 		– Sell
-13,909
Closed -$982K – 617
2024
Q3 		$982K Buy
+13,909
New +$913K 0.2% 203

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Scientech Research LLC's CMS Position: Q2 2025 in Review

Scientech Research LLC sold out of CMS Energy (CMS) in Q2 2025, closing a stake of 3,594 shares — an estimated $270K sold.

Scientech Research LLC first reported a position in CMS in Q3 2024 and held it in 2 quarters. The position peaked at $982K in Q3 2024. 744 funds tracked by Wall St. Rank hold CMS as of Q2 2025.

  • Scientech Research LLC reported no remaining CMS Energy position as of Q2 2025 after selling out during the quarter.
  • Scientech Research LLC sold 3,594 CMS Energy shares in Q2 2025, an estimated $270K.
  • Scientech Research LLC first reported a position in CMS Energy in Q3 2024 and held it in 2 quarters.
  • Scientech Research LLC's CMS Energy position peaked at $982K in Q3 2024.
  • 744 funds tracked by Wall St. Rank held CMS Energy as of Q2 2025.

Based on Scientech Research LLC's 13F filing for Q2 2025, filed 14 Aug 2025.