CWC
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Carolinas Wealth Consulting’s CMS Energy CMS Stock Holding History

Carolinas Wealth Consulting’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
Q2 		– Sell
-41
Closed -$3.08K – 174
2025
Q1 		$3.08K Sell
41
-8
-16% -$559 ﹤0.01% 694
2024
Q4 		$3.27K Buy
49
+18
+58% +$1.24K ﹤0.01% 720
2024
Q3 		$2.19K Buy
31
+5
+19% +$328 ﹤0.01% 800
2024
Q2 		$1.55K Hold
26
– – ﹤0.01% 844
2024
Q1 		$1.57K Hold
26
– – ﹤0.01% 828
2023
Q4 		$1.51K Hold
26
– – ﹤0.01% 774
2023
Q3 		$1.41K Sell
26
-45
-63% -$2.61K ﹤0.01% 780
2023
Q2 		$4.19K Sell
71
-773
-92% -$46.6K ﹤0.01% 695
2023
Q1 		$51.8K Buy
844
+804
+2,010% +$49.4K 0.01% 352
2022
Q4 		$2.53K Hold
40
– – ﹤0.01% 784
2022
Q3 		$2K Hold
40
– – ﹤0.01% 752
2022
Q2 		$3K Hold
40
– – ﹤0.01% 715
2022
Q1 		$3K Hold
40
– – ﹤0.01% 752
2021
Q4 		$3K Hold
40
– – ﹤0.01% 767
2021
Q3 		$2K Hold
40
– – ﹤0.01% 778
2021
Q2 		$2K Hold
40
– – ﹤0.01% 794
2021
Q1 		$2K Buy
40
+9
+29% +$517 ﹤0.01% 800
2020
Q4 		$2K Hold
31
– – ﹤0.01% 735
2020
Q3 		$2K Buy
31
+13
+72% +$796 ﹤0.01% 685
2020
Q2 		$1K Buy
+18
New +$1.04K ﹤0.01% 549

Other funds holding CMS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Carolinas Wealth Consulting's CMS Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of CMS Energy (CMS) in Q2 2025, closing a stake of 41 shares — an estimated $3.08K sold.

Carolinas Wealth Consulting first reported a position in CMS in Q2 2020 and held it in 20 quarters. The position peaked at $51.8K in Q1 2023. 745 funds tracked by Wall St. Rank hold CMS as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining CMS Energy position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 41 CMS Energy shares in Q2 2025, an estimated $3.08K.
  • Carolinas Wealth Consulting first reported a position in CMS Energy in Q2 2020 and held it in 20 quarters.
  • Carolinas Wealth Consulting's CMS Energy position peaked at $51.8K in Q1 2023.
  • 745 funds tracked by Wall St. Rank held CMS Energy as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.