AWM
CMS icon

Atticus Wealth Management’s CMS Energy CMS Stock Holding History

Atticus 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
2025
Q3 		– Sell
-100
Closed -$6.93K – 286
2025
Q2 		$6.93K Sell
100
-20
-17% -$1.43K ﹤0.01% 506
2025
Q1 		$9.01K Hold
120
– – ﹤0.01% 388
2024
Q4 		$8K Hold
120
– – ﹤0.01% 406
2024
Q3 		$8.48K Hold
120
– – ﹤0.01% 404
2024
Q2 		$7.14K Hold
120
– – ﹤0.01% 408
2024
Q1 		$7.24K Hold
120
– – ﹤0.01% 424
2023
Q4 		$6.97K Hold
120
– – ﹤0.01% 433
2023
Q3 		$6.37K Hold
120
– – ﹤0.01% 441
2023
Q2 		$7.05K Hold
120
– – ﹤0.01% 424
2023
Q1 		$7.37K Hold
120
– – ﹤0.01% 408
2022
Q4 		$7.6K Hold
120
– – ﹤0.01% 407
2022
Q3 		$8K Hold
120
– – ﹤0.01% 392
2022
Q2 		$8K Hold
120
– – ﹤0.01% 423
2022
Q1 		$8K Hold
120
– – ﹤0.01% 421
2021
Q4 		$8K Buy
+120
New +$7.37K ﹤0.01% 372

Other funds holding CMS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return