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Turtle Creek Wealth Advisors’s CMS Energy CMS Stock Holding History

Turtle Creek Wealth 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
Q4 		– Sell
-2,871
Closed -$210K – 394
2025
Q3 		$210K Buy
+2,871
New +$206K 0.02% 353
2024
Q1 		– Sell
-214
Closed -$12.4K – 317
2023
Q4 		$12.4K Buy
+214
New +$12K ﹤0.01% 515

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 $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 $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

Turtle Creek Wealth Advisors's CMS Position: Q4 2025 in Review

Turtle Creek Wealth Advisors sold out of CMS Energy (CMS) in Q4 2025, closing a stake of 2,871 shares — an estimated $210K sold.

Turtle Creek Wealth Advisors first reported a position in CMS in Q4 2023 and held it in 2 quarters. The position peaked at $210K in Q3 2025. 802 funds tracked by Wall St. Rank hold CMS as of Q4 2025.

  • Turtle Creek Wealth Advisors reported no remaining CMS Energy position as of Q4 2025 after selling out during the quarter.
  • Turtle Creek Wealth Advisors sold 2,871 CMS Energy shares in Q4 2025, an estimated $210K.
  • Turtle Creek Wealth Advisors first reported a position in CMS Energy in Q4 2023 and held it in 2 quarters.
  • Turtle Creek Wealth Advisors's CMS Energy position peaked at $210K in Q3 2025.
  • 802 funds tracked by Wall St. Rank held CMS Energy as of Q4 2025.

Based on Turtle Creek Wealth Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.