Sherbrooke Park Advisers’s CMS Energy CMS Stock Holding History

Sherbrooke Park Advisers’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	-6,134	Closed	-$449K	–	265
2025 Q3	$449K	Sell	6,134 -12,991	-68%	-$933K	0.21%	195
2025 Q2	$1.32M	Buy	19,125 +15,944	+501%	+$1.14M	0.58%	15
2025 Q1	$239K	Buy	+3,181	New	+$222K	0.11%	375
2024 Q4	–	Sell	-12,095	Closed	-$854K	–	826
2024 Q3	$854K	Buy	+12,095	New	+$794K	0.2%	114
2023 Q4	–	Sell	-21,594	Closed	-$1.15M	–	492
2023 Q3	$1.15M	Buy	21,594 +10,699	+98%	+$620K	0.36%	79
2023 Q2	$640K	Buy	+10,895	New	+$657K	0.34%	116

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 $315B AUM 27.84% 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

Sherbrooke Park Advisers's CMS Position: Q4 2025 in Review

Sherbrooke Park Advisers sold out of CMS Energy (CMS) in Q4 2025, closing a stake of 6,134 shares — an estimated $449K sold.

Sherbrooke Park Advisers first reported a position in CMS in Q2 2023 and held it in 6 quarters. The position peaked at $1.32M in Q2 2025. 802 funds tracked by Wall St. Rank hold CMS as of Q4 2025.

Sherbrooke Park Advisers reported no remaining CMS Energy position as of Q4 2025 after selling out during the quarter.
Sherbrooke Park Advisers sold 6,134 CMS Energy shares in Q4 2025, an estimated $449K.
Sherbrooke Park Advisers first reported a position in CMS Energy in Q2 2023 and held it in 6 quarters.
Sherbrooke Park Advisers's CMS Energy position peaked at $1.32M in Q2 2025.
802 funds tracked by Wall St. Rank held CMS Energy as of Q4 2025.

Based on Sherbrooke Park Advisers's 13F filing for Q4 2025, filed 17 Feb 2026.