Smith Group Asset Management’s CMS Energy CMS Stock Holding History

Smith Group Asset Management’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	-5,000	Closed	-$366K	–	175
2025 Q3	$366K	Hold	5,000	–	–	0.02%	150
2025 Q2	$346K	Hold	5,000	–	–	0.02%	147
2025 Q1	$376K	Hold	5,000	–	–	0.03%	160
2024 Q4	$333K	Buy	+5,000	New	+$344K	0.02%	167

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

Smith Group Asset Management's CMS Position: Q4 2025 in Review

Smith Group Asset Management sold out of CMS Energy (CMS) in Q4 2025, closing a stake of 5,000 shares — an estimated $366K sold.

Smith Group Asset Management first reported a position in CMS in Q4 2024 and held it in 4 quarters. The position peaked at $376K in Q1 2025. 801 funds tracked by Wall St. Rank hold CMS as of Q4 2025.

Smith Group Asset Management reported no remaining CMS Energy position as of Q4 2025 after selling out during the quarter.
Smith Group Asset Management sold 5,000 CMS Energy shares in Q4 2025, an estimated $366K.
Smith Group Asset Management first reported a position in CMS Energy in Q4 2024 and held it in 4 quarters.
Smith Group Asset Management's CMS Energy position peaked at $376K in Q1 2025.
801 funds tracked by Wall St. Rank held CMS Energy as of Q4 2025.

Based on Smith Group Asset Management's 13F filing for Q4 2025, filed 10 Feb 2026.