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Buckingham Strategic Wealth’s CMS Energy CMS Stock Holding History

Buckingham Strategic 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
Q2 		$1.45M Buy
24,397
+134
+0.6% +$8.11K 0.02% 279
2024
Q1 		$1.46M Buy
+24,263
New +$1.41M 0.02% 277

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Buckingham Strategic Wealth's CMS Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its CMS Energy (CMS) stake by 0.55% in Q2 2024, buying an estimated $8.11K and bringing the position to 24,397 shares worth $1.45M. The position accounts for 0.02% of the portfolio, ranked #279.

Buckingham Strategic Wealth first reported a position in CMS in Q1 2024 and has held it in 2 quarters since. The position peaked at $1.46M in Q1 2024. 684 funds tracked by Wall St. Rank hold CMS as of Q2 2024.

  • Buckingham Strategic Wealth held 24,397 shares of CMS Energy worth $1.45M as of Q2 2024.
  • Buckingham Strategic Wealth bought 134 CMS Energy shares in Q2 2024, an estimated $8.11K.
  • CMS Energy made up 0.02% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #279 holding.
  • Buckingham Strategic Wealth first reported a position in CMS Energy in Q1 2024 and has held it in 2 quarters since.
  • Buckingham Strategic Wealth's CMS Energy position peaked at $1.46M in Q1 2024.
  • 684 funds tracked by Wall St. Rank held CMS Energy as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.