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American State Bank (Iowa)’s CMS Energy CMS Stock Holding History

American State Bank (Iowa)’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
Q1 		– Sell
-998
Closed -$58K – 148
2023
Q4 		$58K Hold
998
– – 0.04% 188
2023
Q3 		$53K Hold
998
– – 0.04% 194
2023
Q2 		$58.6K Hold
998
– – 0.04% 190
2023
Q1 		$61.3K Hold
998
– – 0.04% 181
2022
Q4 		$63.2K Hold
998
– – 0.05% 181
2022
Q3 		$58.1K Hold
998
– – 0.05% 181
2022
Q2 		$67.4K Hold
998
– – 0.05% 176
2022
Q1 		$69.8K Buy
+998
New +$64.7K 0.05% 178

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 $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

American State Bank (Iowa)'s CMS Position: Q1 2024 in Review

American State Bank (Iowa) sold out of CMS Energy (CMS) in Q1 2024, closing a stake of 998 shares — an estimated $58K sold.

American State Bank (Iowa) first reported a position in CMS in Q1 2022 and held it in 8 quarters. The position peaked at $69.8K in Q1 2022. 664 funds tracked by Wall St. Rank hold CMS as of Q1 2024.

  • American State Bank (Iowa) reported no remaining CMS Energy position as of Q1 2024 after selling out during the quarter.
  • American State Bank (Iowa) sold 998 CMS Energy shares in Q1 2024, an estimated $58K.
  • American State Bank (Iowa) first reported a position in CMS Energy in Q1 2022 and held it in 8 quarters.
  • American State Bank (Iowa)'s CMS Energy position peaked at $69.8K in Q1 2022.
  • 664 funds tracked by Wall St. Rank held CMS Energy as of Q1 2024.

Based on American State Bank (Iowa)'s 13F filing for Q1 2024, filed 14 Apr 2026.