AWM
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Avior Wealth Management’s CMS Energy CMS Stock Holding History

Avior 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
Q1 		– Sell
-25
Closed -$1.67K – 1043
2024
Q4 		$1.67K Buy
25
+6
+32% +$413 ﹤0.01% 2144
2024
Q3 		$1.34K Sell
19
-7
-27% -$459 ﹤0.01% 2039
2024
Q2 		$1.55K Sell
26
-461
-95% -$27.9K ﹤0.01% 1978
2024
Q1 		$29.4K Buy
+487
New +$28.2K ﹤0.01% 1451
2020
Q4 		– Sell
-100
Closed -$6K – 988
2020
Q3 		$6K Hold
100
– – ﹤0.01% 729
2020
Q2 		$5K Buy
+100
New +$5.79K ﹤0.01% 717

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

Avior Wealth Management's CMS Position: Q1 2025 in Review

Avior Wealth Management sold out of CMS Energy (CMS) in Q1 2025, closing a stake of 25 shares — an estimated $1.67K sold.

Avior Wealth Management first reported a position in CMS in Q2 2020 and held it in 6 quarters. The position peaked at $29.4K in Q1 2024. 733 funds tracked by Wall St. Rank hold CMS as of Q1 2025.

  • Avior Wealth Management reported no remaining CMS Energy position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 25 CMS Energy shares in Q1 2025, an estimated $1.67K.
  • Avior Wealth Management first reported a position in CMS Energy in Q2 2020 and held it in 6 quarters.
  • Avior Wealth Management's CMS Energy position peaked at $29.4K in Q1 2024.
  • 733 funds tracked by Wall St. Rank held CMS Energy as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.