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Beacon Bridge Wealth Partners’s CMS Energy CMS Stock Holding History

Beacon Bridge Wealth Partners’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
Q1 		– Sell
-3,688
Closed -$214K – 95
2023
Q4 		$214K Sell
3,688
-414
-10% -$23.1K 0.11% 102
2023
Q3 		$218K Sell
4,102
-253
-6% -$14.7K 0.12% 91
2023
Q2 		$256K Buy
4,355
+323
+8% +$19.5K 0.13% 79
2023
Q1 		$247K Sell
4,032
-29
-0.7% -$1.78K 0.15% 82
2022
Q4 		$257K Buy
+4,061
New +$240K 0.19% 75

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Beacon Bridge Wealth Partners's CMS Position: Q1 2024 in Review

Beacon Bridge Wealth Partners sold out of CMS Energy (CMS) in Q1 2024, closing a stake of 3,688 shares — an estimated $214K sold.

Beacon Bridge Wealth Partners first reported a position in CMS in Q4 2022 and held it in 5 quarters. The position peaked at $257K in Q4 2022. 664 funds tracked by Wall St. Rank hold CMS as of Q1 2024.

  • Beacon Bridge Wealth Partners reported no remaining CMS Energy position as of Q1 2024 after selling out during the quarter.
  • Beacon Bridge Wealth Partners sold 3,688 CMS Energy shares in Q1 2024, an estimated $214K.
  • Beacon Bridge Wealth Partners first reported a position in CMS Energy in Q4 2022 and held it in 5 quarters.
  • Beacon Bridge Wealth Partners's CMS Energy position peaked at $257K in Q4 2022.
  • 664 funds tracked by Wall St. Rank held CMS Energy as of Q1 2024.

Based on Beacon Bridge Wealth Partners's 13F filing for Q1 2024, filed 3 May 2024.