B.O.S.S. Retirement Advisors’s CMS Energy CMS Stock Holding History

B.O.S.S. Retirement Advisors’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	-24,399	Closed	-$1.72M	–	199
2024 Q3	$1.72M	Buy	24,399 +883	+4%	+$57.9K	0.35%	75
2024 Q2	$1.4M	Buy	23,516 +890	+4%	+$53.9K	0.36%	78
2024 Q1	$1.31M	Sell	22,626 -2,609	-10%	-$151K	0.5%	81
2023 Q4	$1.47M	Sell	25,235 -3,312	-12%	-$185K	0.28%	123
2023 Q3	$1.52M	Sell	28,547 -2,180	-7%	-$126K	0.33%	115
2023 Q2	$1.81M	Sell	30,727 -2,518	-8%	-$152K	0.38%	93
2023 Q1	$2.04M	Buy	33,245 +8,278	+33%	+$509K	0.48%	70
2022 Q4	$1.58M	Buy	+24,967	New	+$1.48M	0.4%	105

Other funds holding CMS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

B.O.S.S. Retirement Advisors's CMS Position: Q4 2024 in Review

B.O.S.S. Retirement Advisors sold out of CMS Energy (CMS) in Q4 2024, closing a stake of 24,399 shares — an estimated $1.72M sold.

B.O.S.S. Retirement Advisors first reported a position in CMS in Q4 2022 and held it in 8 quarters. The position peaked at $2.04M in Q1 2023. 716 funds tracked by Wall St. Rank hold CMS as of Q4 2024.

B.O.S.S. Retirement Advisors reported no remaining CMS Energy position as of Q4 2024 after selling out during the quarter.
B.O.S.S. Retirement Advisors sold 24,399 CMS Energy shares in Q4 2024, an estimated $1.72M.
B.O.S.S. Retirement Advisors first reported a position in CMS Energy in Q4 2022 and held it in 8 quarters.
B.O.S.S. Retirement Advisors's CMS Energy position peaked at $2.04M in Q1 2023.
716 funds tracked by Wall St. Rank held CMS Energy as of Q4 2024.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q4 2024, filed 21 Jan 2025.