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Abich Financial Wealth Management’s CMS Energy CMS Stock Holding History

Abich Financial Wealth 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
2024
Q3 		$171K Buy
+2,419
New +$159K 0.38% 28

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Abich Financial Wealth Management's CMS Position: Q3 2024 in Review

Abich Financial Wealth Management opened a new position in CMS Energy (CMS) in Q3 2024: 2,419 shares worth $171K. The stake represents 0.38% of the portfolio and ranks #28 among its holdings.

707 funds tracked by Wall St. Rank hold CMS as of Q3 2024.

  • Abich Financial Wealth Management held 2,419 shares of CMS Energy worth $171K as of Q3 2024.
  • CMS Energy was a new Abich Financial Wealth Management position in Q3 2024.
  • CMS Energy made up 0.38% of Abich Financial Wealth Management's portfolio in Q3 2024, its #28 holding.
  • 707 funds tracked by Wall St. Rank held CMS Energy as of Q3 2024.

Based on Abich Financial Wealth Management's 13F filing for Q3 2024, filed 25 Oct 2024.