Baystate Wealth Management’s CMS Energy CMS Stock Holding History

Baystate 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
2023 Q4	$1.09K	Hold	18	–	–	﹤0.01%	1144
2023 Q3	$996	Buy	18 +1	+6%	+$58	﹤0.01%	893
2023 Q2	$1.04K	Hold	17	–	–	﹤0.01%	929
2023 Q1	$1.08K	Hold	17	–	–	﹤0.01%	925
2022 Q4	$1K	Hold	17	–	–	﹤0.01%	845
2022 Q3	$1K	Hold	17	–	–	﹤0.01%	799
2022 Q2	$1K	Hold	17	–	–	﹤0.01%	824
2022 Q1	$1K	Hold	17	–	–	﹤0.01%	811
2021 Q4	$1K	Hold	17	–	–	﹤0.01%	810
2021 Q3	$1K	Hold	17	–	–	﹤0.01%	738
2021 Q2	$1K	Hold	17	–	–	﹤0.01%	709
2021 Q1	$1K	Buy	+17	New	+$977	﹤0.01%	641

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 $3.37T AUM 44.26% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Baystate Wealth Management's CMS Position: Q4 2023 in Review

Baystate Wealth Management held its CMS Energy (CMS) position steady in Q4 2023 at 18 shares worth $1.09K. The position accounts for ﹤0.01% of the portfolio, ranked #1144.

Baystate Wealth Management first reported a position in CMS in Q1 2021 and has held it in 12 quarters since. 633 funds tracked by Wall St. Rank hold CMS as of Q4 2023.

Baystate Wealth Management held 18 shares of CMS Energy worth $1.09K as of Q4 2023.
Baystate Wealth Management left its CMS Energy share count unchanged in Q4 2023.
CMS Energy made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #1144 holding.
Baystate Wealth Management first reported a position in CMS Energy in Q1 2021 and has held it in 12 quarters since.
633 funds tracked by Wall St. Rank held CMS Energy as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.