Capital Analysts LLC’s CMS Energy CMS Stock Holding History

Capital Analysts LLC’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	-17	Closed	-$1K	–	1373
2024 Q4	$1K	Buy	+17	New	+$1.17K	﹤0.01%	1247

Other funds holding CMS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Analysts LLC's CMS Position: Q1 2025 in Review

Capital Analysts LLC sold out of CMS Energy (CMS) in Q1 2025, closing a stake of 17 shares — an estimated $1K sold.

Capital Analysts LLC first reported a position in CMS in Q4 2024 and held it in 1 quarter. The position peaked at $1K in Q4 2024. 732 funds tracked by Wall St. Rank hold CMS as of Q1 2025.

Capital Analysts LLC reported no remaining CMS Energy position as of Q1 2025 after selling out during the quarter.
Capital Analysts LLC sold 17 CMS Energy shares in Q1 2025, an estimated $1K.
Capital Analysts LLC first reported a position in CMS Energy in Q4 2024 and held it in 1 quarter.
Capital Analysts LLC's CMS Energy position peaked at $1K in Q4 2024.
732 funds tracked by Wall St. Rank held CMS Energy as of Q1 2025.

Based on Capital Analysts LLC's 13F filing for Q1 2025, filed 14 May 2025.