Advisor OS’s CMS Energy CMS Stock Holding History

Advisor OS’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 Q4	–	Sell	-3,052	Closed	-$216K	–	416
2024 Q3	$216K	Sell	3,052 -408	-12%	-$26.8K	0.02%	380
2024 Q2	$206K	Buy	+3,460	New	+$209K	0.02%	373

Other funds holding CMS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Advisor OS's CMS Position: Q4 2024 in Review

Advisor OS sold out of CMS Energy (CMS) in Q4 2024, closing a stake of 3,052 shares — an estimated $216K sold.

Advisor OS first reported a position in CMS in Q2 2024 and held it in 2 quarters. The position peaked at $216K in Q3 2024. 716 funds tracked by Wall St. Rank hold CMS as of Q4 2024.

Advisor OS reported no remaining CMS Energy position as of Q4 2024 after selling out during the quarter.
Advisor OS sold 3,052 CMS Energy shares in Q4 2024, an estimated $216K.
Advisor OS first reported a position in CMS Energy in Q2 2024 and held it in 2 quarters.
Advisor OS's CMS Energy position peaked at $216K in Q3 2024.
716 funds tracked by Wall St. Rank held CMS Energy as of Q4 2024.

Based on Advisor OS's 13F filing for Q4 2024, filed 5 Feb 2025.