Cerro Pacific Wealth Advisors’s CMS Energy CMS Stock Holding History

Cerro Pacific Wealth 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
2026 Q1	–	Sell	-3,203	Closed	-$224K	–	162
2025 Q4	$224K	Sell	3,203 -118	-4%	-$8.58K	0.06%	146
2025 Q3	$243K	Sell	3,321 -419	-11%	-$30.1K	0.07%	146
2025 Q2	$259K	Sell	3,740 -565	-13%	-$40.3K	0.07%	147
2025 Q1	$287K	Buy	4,305 +16	+0.4%	+$1.12K	0.09%	131
2024 Q4	$303K	Sell	4,289 -88	-2%	-$6.05K	0.1%	126
2024 Q3	$261K	Hold	4,377	–	–	0.1%	128
2024 Q2	$261K	Buy	+4,377	New	+$265K	0.1%	128
2023 Q1	$214K	Buy	+3,479	New	+$214K	0.12%	137

Other funds holding CMS

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Geode Capital Management

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

DZ Bank Frankfurt Am Main, Germany $110B AUM 36.92% 1-Year Est. Return

Massachusetts Financial Services

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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