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Capital Performance Advisors’s CMS Energy CMS Stock Holding History

Capital Performance Advisors’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 		– Sell
-141
Closed -$9.96K – 678
2024
Q3 		$9.96K Buy
+141
New +$9.25K ﹤0.01% 842

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

Capital Performance Advisors's CMS Position: Q4 2024 in Review

Capital Performance Advisors sold out of CMS Energy (CMS) in Q4 2024, closing a stake of 141 shares — an estimated $9.96K sold.

Capital Performance Advisors first reported a position in CMS in Q3 2024 and held it in 1 quarter. The position peaked at $9.96K in Q3 2024. 714 funds tracked by Wall St. Rank hold CMS as of Q4 2024.

  • Capital Performance Advisors reported no remaining CMS Energy position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 141 CMS Energy shares in Q4 2024, an estimated $9.96K.
  • Capital Performance Advisors first reported a position in CMS Energy in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's CMS Energy position peaked at $9.96K in Q3 2024.
  • 714 funds tracked by Wall St. Rank held CMS Energy as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.