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Stanley-Laman Group’s CMS Energy CMS Stock Holding History

Stanley-Laman 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
Q3 		– Sell
-3,281
Closed -$227K – 271
2025
Q2 		$227K Buy
3,281
+442
+16% +$31.5K 0.03% 270
2025
Q1 		$213K Buy
+2,839
New +$198K 0.03% 268
2022
Q3 		– Sell
-3,408
Closed -$230K – 244
2022
Q2 		$230K Buy
+3,408
New +$235K 0.04% 221

Other funds holding CMS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Stanley-Laman Group's CMS Position: Q3 2025 in Review

Stanley-Laman Group sold out of CMS Energy (CMS) in Q3 2025, closing a stake of 3,281 shares — an estimated $227K sold.

Stanley-Laman Group first reported a position in CMS in Q2 2022 and held it in 3 quarters. The position peaked at $230K in Q2 2022. 776 funds tracked by Wall St. Rank hold CMS as of Q3 2025.

  • Stanley-Laman Group reported no remaining CMS Energy position as of Q3 2025 after selling out during the quarter.
  • Stanley-Laman Group sold 3,281 CMS Energy shares in Q3 2025, an estimated $227K.
  • Stanley-Laman Group first reported a position in CMS Energy in Q2 2022 and held it in 3 quarters.
  • Stanley-Laman Group's CMS Energy position peaked at $230K in Q2 2022.
  • 776 funds tracked by Wall St. Rank held CMS Energy as of Q3 2025.

Based on Stanley-Laman Group's 13F filing for Q3 2025, filed 22 Oct 2025.