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Cherry Tree Wealth Management’s CMS Energy CMS Stock Holding History

Cherry Tree 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
Q2 		– Sell
-19
Closed -$1.15K – 602
2024
Q1 		$1.15K Buy
+19
New +$1.1K ﹤0.01% 540
2023
Q4 		– Sell
-97
Closed -$5.15K – 595
2023
Q3 		$5.15K Hold
97
– – ﹤0.01% 400
2023
Q2 		$5.7K Buy
+97
New +$5.85K ﹤0.01% 387

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 $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cherry Tree Wealth Management's CMS Position: Q2 2024 in Review

Cherry Tree Wealth Management sold out of CMS Energy (CMS) in Q2 2024, closing a stake of 19 shares — an estimated $1.15K sold.

Cherry Tree Wealth Management first reported a position in CMS in Q2 2023 and held it in 3 quarters. The position peaked at $5.7K in Q2 2023. 685 funds tracked by Wall St. Rank hold CMS as of Q2 2024.

  • Cherry Tree Wealth Management reported no remaining CMS Energy position as of Q2 2024 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 19 CMS Energy shares in Q2 2024, an estimated $1.15K.
  • Cherry Tree Wealth Management first reported a position in CMS Energy in Q2 2023 and held it in 3 quarters.
  • Cherry Tree Wealth Management's CMS Energy position peaked at $5.7K in Q2 2023.
  • 685 funds tracked by Wall St. Rank held CMS Energy as of Q2 2024.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2024, filed 6 Aug 2024.