Virtu Financial’s CMS Energy CMS Stock Holding History

Virtu Financial’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	-24,153	Closed	-$1.67M	–	1548
2025 Q2	$1.67M	Buy	+24,153	New	+$1.72M	0.09%	207
2024 Q4	–	Sell	-18,358	Closed	-$1.3M	–	1611
2024 Q3	$1.3M	Buy	18,358 +2,800	+18%	+$184K	0.07%	203
2024 Q2	$926K	Buy	+15,558	New	+$942K	0.06%	311
2023 Q3	–	Sell	-7,048	Closed	-$414K	–	1385
2023 Q2	$414K	Buy	+7,048	New	+$425K	0.03%	465
2022 Q2	–	Sell	-6,247	Closed	-$437K	–	1642
2022 Q1	$437K	Buy	+6,247	New	+$405K	0.03%	438
2020 Q4	–	Sell	-5,728	Closed	-$352K	–	1480
2020 Q3	$352K	Buy	+5,728	New	+$351K	0.06%	381
2019 Q4	–	Sell	-14,489	Closed	-$927K	–	1485
2019 Q3	$927K	Buy	+14,489	New	+$880K	0.07%	295
2019 Q2	–	Sell	-8,238	Closed	-$458K	–	1498
2019 Q1	$458K	Buy	+8,238	New	+$434K	0.03%	605
2017 Q1	–	Sell	-13,870	Closed	-$577K	–	425
2016 Q4	$577K	Buy	+13,870	New	+$567K	0.06%	221
2016 Q3	–	Sell	-5,580	Closed	-$256K	–	379
2016 Q2	$256K	Buy	+5,580	New	+$234K	0.03%	329
2014 Q2	–	Sell	-7,827	Closed	-$229K	–	323
2014 Q1	$229K	Buy	+7,827	New	+$217K	0.03%	338

Other funds holding CMS

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return