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Alta Advisers’s CMS Energy CMS Stock Holding History

Alta Advisers’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
-1,200
Closed -$84.8K – 200
2024
Q3 		$84.8K Hold
1,200
– – 0.04% 331
2024
Q2 		$71.4K Hold
1,200
– – 0.03% 332
2024
Q1 		$72.4K Hold
1,200
– – 0.04% 334
2023
Q4 		$69.7K Hold
1,200
– – 0.04% 335
2023
Q3 		$63.7K Hold
1,200
– – 0.04% 331
2023
Q2 		$70.5K Hold
1,200
– – 0.04% 327
2023
Q1 		$73.7K Hold
1,200
– – 0.04% 312
2022
Q4 		$76K Hold
1,200
– – 0.05% 299
2022
Q3 		$70K Buy
+1,200
New +$80.7K 0.04% 303

Other funds holding CMS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Alta Advisers's CMS Position: Q4 2024 in Review

Alta Advisers sold out of CMS Energy (CMS) in Q4 2024, closing a stake of 1,200 shares — an estimated $84.8K sold.

Alta Advisers first reported a position in CMS in Q3 2022 and held it in 9 quarters. The position peaked at $84.8K in Q3 2024. 716 funds tracked by Wall St. Rank hold CMS as of Q4 2024.

  • Alta Advisers reported no remaining CMS Energy position as of Q4 2024 after selling out during the quarter.
  • Alta Advisers sold 1,200 CMS Energy shares in Q4 2024, an estimated $84.8K.
  • Alta Advisers first reported a position in CMS Energy in Q3 2022 and held it in 9 quarters.
  • Alta Advisers's CMS Energy position peaked at $84.8K in Q3 2024.
  • 716 funds tracked by Wall St. Rank held CMS Energy as of Q4 2024.

Based on Alta Advisers's 13F filing for Q4 2024, filed 14 Feb 2025.