SVB Wealth’s CMS Energy CMS Stock Holding History

SVB Wealth’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	-13,652	Closed	-$1M	–	398
2025 Q3	$1M	Sell	13,652 -4,248	-24%	-$305K	0.05%	228
2025 Q2	$1.24M	Buy	+17,900	New	+$1.28M	0.07%	213
2025 Q1	–	Sell	-5,489	Closed	-$366K	–	1541
2024 Q4	$366K	Buy	+5,489	New	+$378K	0.01%	501

Other funds holding CMS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

SVB Wealth's CMS Position: Q4 2025 in Review

SVB Wealth sold out of CMS Energy (CMS) in Q4 2025, closing a stake of 13,652 shares — an estimated $1M sold.

SVB Wealth first reported a position in CMS in Q4 2024 and held it in 3 quarters. The position peaked at $1.24M in Q2 2025. 802 funds tracked by Wall St. Rank hold CMS as of Q4 2025.

SVB Wealth reported no remaining CMS Energy position as of Q4 2025 after selling out during the quarter.
SVB Wealth sold 13,652 CMS Energy shares in Q4 2025, an estimated $1M.
SVB Wealth first reported a position in CMS Energy in Q4 2024 and held it in 3 quarters.
SVB Wealth's CMS Energy position peaked at $1.24M in Q2 2025.
802 funds tracked by Wall St. Rank held CMS Energy as of Q4 2025.

Based on SVB Wealth's 13F filing for Q4 2025, filed 4 Feb 2026.