CMBA
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C.M. Bidwell & Associates’s CMS Energy CMS Stock Holding History

C.M. Bidwell & Associates’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
2025
Q1 		– Sell
-69
Closed -$4.6K – 461
2024
Q4 		$4.6K Hold
69
– – ﹤0.01% 347
2024
Q3 		$4.87K Buy
+69
New +$4.53K ﹤0.01% 329

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

C.M. Bidwell & Associates's CMS Position: Q1 2025 in Review

C.M. Bidwell & Associates sold out of CMS Energy (CMS) in Q1 2025, closing a stake of 69 shares — an estimated $4.6K sold.

C.M. Bidwell & Associates first reported a position in CMS in Q3 2024 and held it in 2 quarters. The position peaked at $4.87K in Q3 2024. 732 funds tracked by Wall St. Rank hold CMS as of Q1 2025.

  • C.M. Bidwell & Associates reported no remaining CMS Energy position as of Q1 2025 after selling out during the quarter.
  • C.M. Bidwell & Associates sold 69 CMS Energy shares in Q1 2025, an estimated $4.6K.
  • C.M. Bidwell & Associates first reported a position in CMS Energy in Q3 2024 and held it in 2 quarters.
  • C.M. Bidwell & Associates's CMS Energy position peaked at $4.87K in Q3 2024.
  • 732 funds tracked by Wall St. Rank held CMS Energy as of Q1 2025.

Based on C.M. Bidwell & Associates's 13F filing for Q1 2025, filed 15 May 2025.