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TFB Advisors’s CMS Energy CMS Stock Holding History

TFB Advisors’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
-3,441
Closed -$238K – 315
2025
Q2 		$238K Buy
3,441
+9
+0.3% +$641 0.06% 299
2025
Q1 		$258K Buy
3,432
+4
+0.1% +$279 0.07% 277
2024
Q4 		$228K Sell
3,428
-21
-0.6% -$1.45K 0.07% 293
2024
Q3 		$244K Buy
3,449
+59
+2% +$3.87K 0.07% 275
2024
Q2 		$202K Buy
+3,390
New +$205K 0.07% 283

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 $3.37T AUM 44.26% 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

TFB Advisors's CMS Position: Q3 2025 in Review

TFB Advisors sold out of CMS Energy (CMS) in Q3 2025, closing a stake of 3,441 shares — an estimated $238K sold.

TFB Advisors first reported a position in CMS in Q2 2024 and held it in 5 quarters. The position peaked at $258K in Q1 2025. 776 funds tracked by Wall St. Rank hold CMS as of Q3 2025.

  • TFB Advisors reported no remaining CMS Energy position as of Q3 2025 after selling out during the quarter.
  • TFB Advisors sold 3,441 CMS Energy shares in Q3 2025, an estimated $238K.
  • TFB Advisors first reported a position in CMS Energy in Q2 2024 and held it in 5 quarters.
  • TFB Advisors's CMS Energy position peaked at $258K in Q1 2025.
  • 776 funds tracked by Wall St. Rank held CMS Energy as of Q3 2025.

Based on TFB Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.