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State of Wyoming’s CMS Energy CMS Stock Holding History

State of Wyoming’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
-1,899
Closed -$143K – 1902
2025
Q1 		$143K Buy
1,899
+251
+15% +$17.5K 0.02% 996
2024
Q4 		$110K Sell
1,648
-167
-9% -$11.5K 0.01% 1133
2024
Q3 		$128K Sell
1,815
-186
-9% -$12.2K 0.02% 979
2024
Q2 		$119K Buy
2,001
+183
+10% +$11.1K 0.02% 915
2024
Q1 		$110K Sell
1,818
-1,551
-46% -$89.9K 0.02% 942
2023
Q4 		$196K Buy
3,369
+174
+5% +$9.72K 0.04% 573
2023
Q3 		$170K Buy
3,195
+2,177
+214% +$126K 0.04% 578
2023
Q2 		$59.8K Buy
1,018
+256
+34% +$15.4K 0.02% 1075
2023
Q1 		$46.8K Buy
762
+61
+9% +$3.75K 0.02% 1143
2022
Q4 		$44.4K Buy
701
+23
+3% +$1.36K 0.01% 1107
2022
Q3 		$39K Buy
678
+43
+7% +$2.89K 0.02% 1105
2022
Q2 		$43K Sell
635
-1,362
-68% -$94K 0.03% 1027
2022
Q1 		$140K Buy
1,997
+195
+11% +$12.6K 0.07% 375
2021
Q4 		$117K Buy
+1,802
New +$111K 0.05% 511

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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

State of Wyoming's CMS Position: Q2 2025 in Review

State of Wyoming sold out of CMS Energy (CMS) in Q2 2025, closing a stake of 1,899 shares — an estimated $143K sold.

State of Wyoming first reported a position in CMS in Q4 2021 and held it in 14 quarters. The position peaked at $196K in Q4 2023. 744 funds tracked by Wall St. Rank hold CMS as of Q2 2025.

  • State of Wyoming reported no remaining CMS Energy position as of Q2 2025 after selling out during the quarter.
  • State of Wyoming sold 1,899 CMS Energy shares in Q2 2025, an estimated $143K.
  • State of Wyoming first reported a position in CMS Energy in Q4 2021 and held it in 14 quarters.
  • State of Wyoming's CMS Energy position peaked at $196K in Q4 2023.
  • 744 funds tracked by Wall St. Rank held CMS Energy as of Q2 2025.

Based on State of Wyoming's 13F filing for Q2 2025, filed 19 Aug 2025.