CSWM
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Cassady Schiller Wealth Management’s CMS Energy CMS Stock Holding History

Cassady Schiller Wealth Management’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 		$1.87K Buy
+28
New +$1.93K ﹤0.01% 594
2023
Q1 		– Sell
-78
Closed -$4.94K – 472
2022
Q4 		$4.94K Buy
+78
New +$4.61K ﹤0.01% 369

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

Cassady Schiller Wealth Management's CMS Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in CMS Energy (CMS) in Q4 2024: 28 shares worth $1.87K. The stake represents ﹤0.01% of the portfolio and ranks #594 among its holdings. This is a return to the name: Cassady Schiller Wealth Management previously reported a position in CMS as recently as Q4 2022.

Cassady Schiller Wealth Management first reported a position in CMS in Q4 2022 and has held it in 2 quarters since. The position peaked at $4.94K in Q4 2022. 714 funds tracked by Wall St. Rank hold CMS as of Q4 2024.

  • Cassady Schiller Wealth Management held 28 shares of CMS Energy worth $1.87K as of Q4 2024.
  • CMS Energy was a new Cassady Schiller Wealth Management position in Q4 2024.
  • CMS Energy made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #594 holding.
  • Cassady Schiller Wealth Management first reported a position in CMS Energy in Q4 2022 and has held it in 2 quarters since.
  • Cassady Schiller Wealth Management's CMS Energy position peaked at $4.94K in Q4 2022.
  • 714 funds tracked by Wall St. Rank held CMS Energy as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.