SC
CMS icon

Stephens Consulting’s CMS Energy CMS Stock Holding History

Stephens Consulting’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 		$289K Buy
4,130
+5
+0.1% +$364 0.09% 51
2025
Q3 		$302K Sell
4,125
-94
-2% -$6.75K 0.1% 51
2025
Q2 		$292K Sell
4,219
-7
-0.2% -$499 0.07% 84
2025
Q1 		$317K Sell
4,226
-101
-2% -$7.05K 0.08% 77
2024
Q4 		$288K Buy
4,327
+225
+5% +$15.5K 0.07% 82
2024
Q3 		$290K Buy
4,102
+343
+9% +$22.5K 0.07% 77
2024
Q2 		$224K Buy
3,759
+6
+0.2% +$363 0.06% 79
2024
Q1 		$226K Hold
3,753
– – 0.07% 75
2023
Q4 		$218K Sell
3,753
-293
-7% -$16.4K 0.07% 74
2023
Q3 		$215K Buy
4,046
+9
+0.2% +$521 0.09% 73
2023
Q2 		$237K Buy
4,037
+6
+0.1% +$362 0.09% 70
2023
Q1 		$247K Buy
4,031
+6
+0.1% +$369 0.15% 69
2022
Q4 		$255K Buy
4,025
+5
+0.1% +$296 0.17% 62
2022
Q3 		$234K Buy
4,020
+5
+0.1% +$336 0.21% 63
2022
Q2 		$271K Buy
4,015
+4
+0.1% +$276 0.22% 56
2022
Q1 		$281K Buy
4,011
+5
+0.1% +$324 0.23% 62
2021
Q4 		$261K Buy
+4,006
New +$246K 0.22% 79

Other funds holding CMS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

Stephens Consulting's CMS Position: Q4 2025 in Review

Stephens Consulting increased its CMS Energy (CMS) stake by 0.12% in Q4 2025, buying an estimated $364 and bringing the position to 4,130 shares worth $289K. The position accounts for 0.09% of the portfolio, ranked #51.

Stephens Consulting first reported a position in CMS in Q4 2021 and has held it in 17 quarters since. The position peaked at $317K in Q1 2025. 801 funds tracked by Wall St. Rank hold CMS as of Q4 2025.

  • Stephens Consulting held 4,130 shares of CMS Energy worth $289K as of Q4 2025.
  • Stephens Consulting bought 5 CMS Energy shares in Q4 2025, an estimated $364.
  • CMS Energy made up 0.09% of Stephens Consulting's portfolio in Q4 2025, its #51 holding.
  • Stephens Consulting first reported a position in CMS Energy in Q4 2021 and has held it in 17 quarters since.
  • Stephens Consulting's CMS Energy position peaked at $317K in Q1 2025.
  • 801 funds tracked by Wall St. Rank held CMS Energy as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.