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Bison Wealth’s CMS Energy CMS Stock Holding History

Bison Wealth’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 		$312K Buy
+4,683
New +$322K 0.07% 222

Other funds holding CMS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bison Wealth's CMS Position: Q4 2024 in Review

Bison Wealth opened a new position in CMS Energy (CMS) in Q4 2024: 4,683 shares worth $312K. The stake represents 0.07% of the portfolio and ranks #222 among its holdings.

714 funds tracked by Wall St. Rank hold CMS as of Q4 2024.

  • Bison Wealth held 4,683 shares of CMS Energy worth $312K as of Q4 2024.
  • CMS Energy was a new Bison Wealth position in Q4 2024.
  • CMS Energy made up 0.07% of Bison Wealth's portfolio in Q4 2024, its #222 holding.
  • 714 funds tracked by Wall St. Rank held CMS Energy as of Q4 2024.

Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.