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TruNorth Capital Management’s CMS Energy CMS Stock Holding History

TruNorth Capital 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
-712
Closed -$52.2K – 172
2025
Q3 		$52.2K Hold
712
– – 0.01% 182
2025
Q2 		$49.3K Hold
712
– – 0.01% 166
2025
Q1 		$53.5K Hold
712
– – 0.01% 201
2024
Q4 		$47.5K Hold
712
– – 0.01% 154
2024
Q3 		$50.3K Hold
712
– – 0.01% 146
2024
Q2 		$42.4K Buy
712
+578
+431% +$35K 0.01% 142
2024
Q1 		$8.09K Buy
+134
New +$7.77K ﹤0.01% 189

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $315B AUM 27.84% 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 $178B AUM 37.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

TruNorth Capital Management's CMS Position: Q4 2025 in Review

TruNorth Capital Management sold out of CMS Energy (CMS) in Q4 2025, closing a stake of 712 shares — an estimated $52.2K sold.

TruNorth Capital Management first reported a position in CMS in Q1 2024 and held it in 7 quarters. The position peaked at $53.5K in Q1 2025. 802 funds tracked by Wall St. Rank hold CMS as of Q4 2025.

  • TruNorth Capital Management reported no remaining CMS Energy position as of Q4 2025 after selling out during the quarter.
  • TruNorth Capital Management sold 712 CMS Energy shares in Q4 2025, an estimated $52.2K.
  • TruNorth Capital Management first reported a position in CMS Energy in Q1 2024 and held it in 7 quarters.
  • TruNorth Capital Management's CMS Energy position peaked at $53.5K in Q1 2025.
  • 802 funds tracked by Wall St. Rank held CMS Energy as of Q4 2025.

Based on TruNorth Capital Management's 13F filing for Q4 2025, filed 11 Feb 2026.