Sierra Ocean’s CMS Energy CMS Stock Holding History

Sierra Ocean’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 Q3	–	Sell	-10	Closed	-$696	–	226
2025 Q2	$696	Hold	10	–	–	﹤0.01%	981
2025 Q1	$754	Hold	10	–	–	﹤0.01%	989
2024 Q4	$669	Buy	+10	New	+$688	﹤0.01%	1007

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

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

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

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Sierra Ocean's CMS Position: Q3 2025 in Review

Sierra Ocean sold out of CMS Energy (CMS) in Q3 2025, closing a stake of 10 shares — an estimated $696 sold.

Sierra Ocean first reported a position in CMS in Q4 2024 and held it in 3 quarters. The position peaked at $754 in Q1 2025. 776 funds tracked by Wall St. Rank hold CMS as of Q3 2025.

Sierra Ocean reported no remaining CMS Energy position as of Q3 2025 after selling out during the quarter.
Sierra Ocean sold 10 CMS Energy shares in Q3 2025, an estimated $696.
Sierra Ocean first reported a position in CMS Energy in Q4 2024 and held it in 3 quarters.
Sierra Ocean's CMS Energy position peaked at $754 in Q1 2025.
776 funds tracked by Wall St. Rank held CMS Energy as of Q3 2025.

Based on Sierra Ocean's 13F filing for Q3 2025, filed 7 Nov 2025.