Strait & Sound Wealth Management’s CMS Energy CMS Stock Holding History

Strait & Sound Wealth 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	-2,834	Closed	-$208K	–	151
2025 Q3	$208K	Buy	+2,834	New	+$204K	0.08%	139
2025 Q2	–	Sell	-3,393	Closed	-$255K	–	146
2025 Q1	$255K	Hold	3,393	–	–	0.12%	125
2024 Q4	$226K	Hold	3,393	–	–	0.1%	137
2024 Q3	$240K	Sell	3,393 -81	-2%	-$5.32K	0.12%	128
2024 Q2	$207K	Hold	3,474	–	–	0.11%	139
2024 Q1	$201K	Buy	+3,474	New	+$201K	0.11%	127
2023 Q3	–	Sell	-3,589	Closed	-$211K	–	131
2023 Q2	$211K	Hold	3,589	–	–	0.21%	101
2023 Q1	$220K	Buy	3,589 +115	+3%	+$7.07K	0.22%	104
2022 Q4	$221K	Buy	+3,474	New	+$205K	0.24%	100

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 $315B AUM 27.84% 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

Strait & Sound Wealth Management's CMS Position: Q4 2025 in Review

Strait & Sound Wealth Management sold out of CMS Energy (CMS) in Q4 2025, closing a stake of 2,834 shares — an estimated $208K sold.

Strait & Sound Wealth Management first reported a position in CMS in Q4 2022 and held it in 9 quarters. The position peaked at $255K in Q1 2025. 802 funds tracked by Wall St. Rank hold CMS as of Q4 2025.

Strait & Sound Wealth Management reported no remaining CMS Energy position as of Q4 2025 after selling out during the quarter.
Strait & Sound Wealth Management sold 2,834 CMS Energy shares in Q4 2025, an estimated $208K.
Strait & Sound Wealth Management first reported a position in CMS Energy in Q4 2022 and held it in 9 quarters.
Strait & Sound Wealth Management's CMS Energy position peaked at $255K in Q1 2025.
802 funds tracked by Wall St. Rank held CMS Energy as of Q4 2025.

Based on Strait & Sound Wealth Management's 13F filing for Q4 2025, filed 4 Feb 2026.