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Atria Wealth Solutions’s CMS Energy CMS Stock Holding History

Atria Wealth Solutions’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
Q1 		– Sell
-9,737
Closed -$649K – 1902
2024
Q4 		$649K Sell
9,737
-299
-3% -$20.6K 0.01% 1124
2024
Q3 		$709K Buy
10,036
+485
+5% +$31.8K 0.01% 1063
2024
Q2 		$569K Buy
9,551
+1,716
+22% +$104K 0.01% 1177
2024
Q1 		$473K Buy
+7,835
New +$454K 0.01% 1296
2023
Q4 		– Sell
-6,112
Closed -$325K – 1945
2023
Q3 		$325K Sell
6,112
-129
-2% -$7.47K ﹤0.01% 1364
2023
Q2 		$367K Buy
+6,241
New +$376K 0.01% 1321

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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

Atria Wealth Solutions's CMS Position: Q1 2025 in Review

Atria Wealth Solutions sold out of CMS Energy (CMS) in Q1 2025, closing a stake of 9,737 shares — an estimated $649K sold.

Atria Wealth Solutions first reported a position in CMS in Q2 2023 and held it in 6 quarters. The position peaked at $709K in Q3 2024. 733 funds tracked by Wall St. Rank hold CMS as of Q1 2025.

  • Atria Wealth Solutions reported no remaining CMS Energy position as of Q1 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 9,737 CMS Energy shares in Q1 2025, an estimated $649K.
  • Atria Wealth Solutions first reported a position in CMS Energy in Q2 2023 and held it in 6 quarters.
  • Atria Wealth Solutions's CMS Energy position peaked at $709K in Q3 2024.
  • 733 funds tracked by Wall St. Rank held CMS Energy as of Q1 2025.

Based on Atria Wealth Solutions's 13F filing for Q1 2025, filed 9 May 2025.