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West Family Investments’s CMS Energy CMS Stock Holding History

West Family Investments’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
Q2 		– Sell
-2,802
Closed -$210K – 369
2025
Q1 		$210K Buy
+2,802
New +$196K 0.08% 233
2022
Q4 		– Sell
-3,949
Closed -$230K – 247
2022
Q3 		$230K Sell
3,949
-715
-15% -$48.1K 0.1% 188
2022
Q2 		$315K Sell
4,664
-180
-4% -$12.4K 0.12% 148
2022
Q1 		$339K Buy
4,844
+84
+2% +$5.45K 0.1% 172
2021
Q4 		$310K Buy
+4,760
New +$292K 0.08% 196
2021
Q3 		– Sell
-4,361
Closed -$258K – 349
2021
Q2 		$258K Buy
+4,361
New +$271K 0.07% 262

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

West Family Investments's CMS Position: Q2 2025 in Review

West Family Investments sold out of CMS Energy (CMS) in Q2 2025, closing a stake of 2,802 shares — an estimated $210K sold.

West Family Investments first reported a position in CMS in Q2 2021 and held it in 6 quarters. The position peaked at $339K in Q1 2022. 745 funds tracked by Wall St. Rank hold CMS as of Q2 2025.

  • West Family Investments reported no remaining CMS Energy position as of Q2 2025 after selling out during the quarter.
  • West Family Investments sold 2,802 CMS Energy shares in Q2 2025, an estimated $210K.
  • West Family Investments first reported a position in CMS Energy in Q2 2021 and held it in 6 quarters.
  • West Family Investments's CMS Energy position peaked at $339K in Q1 2022.
  • 745 funds tracked by Wall St. Rank held CMS Energy as of Q2 2025.

Based on West Family Investments's 13F filing for Q2 2025, filed 13 Aug 2025.