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Coppell Advisory Solutions’s CMS Energy CMS Stock Holding History

Coppell Advisory Solutions’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
-14
Closed -$986 – 2000
2024
Q3 		$986 Buy
+14
New +$919 ﹤0.01% 1576
2023
Q4 		$1.68K Buy
+29
New +$1.62K ﹤0.01% 1321

Other funds holding CMS

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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

Coppell Advisory Solutions's CMS Position: Q4 2024 in Review

Coppell Advisory Solutions sold out of CMS Energy (CMS) in Q4 2024, closing a stake of 14 shares — an estimated $986 sold.

Coppell Advisory Solutions first reported a position in CMS in Q4 2023 and held it in 2 quarters. The position peaked at $1.68K in Q4 2023. 714 funds tracked by Wall St. Rank hold CMS as of Q4 2024.

  • Coppell Advisory Solutions reported no remaining CMS Energy position as of Q4 2024 after selling out during the quarter.
  • Coppell Advisory Solutions sold 14 CMS Energy shares in Q4 2024, an estimated $986.
  • Coppell Advisory Solutions first reported a position in CMS Energy in Q4 2023 and held it in 2 quarters.
  • Coppell Advisory Solutions's CMS Energy position peaked at $1.68K in Q4 2023.
  • 714 funds tracked by Wall St. Rank held CMS Energy as of Q4 2024.

Based on Coppell Advisory Solutions's 13F filing for Q4 2024, filed 14 Feb 2025.