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Decade Renewable Partners’s CMS Energy CMS Stock Holding History

Decade Renewable Partners’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
Q3 		– Sell
-207,400
Closed -$12.3M – 35
2024
Q2 		$12.3M Buy
+207,400
New +$12.6M 6.02% 4
2023
Q3 		– Sell
-89,040
Closed -$5.23M – 33
2023
Q2 		$5.23M Sell
89,040
-125,530
-59% -$7.57M 2.42% 20
2023
Q1 		$13.2M Buy
214,570
+99,892
+87% +$6.14M 4.81% 5
2022
Q4 		$7.26M Buy
+114,678
New +$6.78M 2.71% 17

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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 $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Decade Renewable Partners's CMS Position: Q3 2024 in Review

Decade Renewable Partners sold out of CMS Energy (CMS) in Q3 2024, closing a stake of 207,400 shares — an estimated $12.3M sold.

Decade Renewable Partners first reported a position in CMS in Q4 2022 and held it in 4 quarters. The position peaked at $13.2M in Q1 2023. 708 funds tracked by Wall St. Rank hold CMS as of Q3 2024.

  • Decade Renewable Partners reported no remaining CMS Energy position as of Q3 2024 after selling out during the quarter.
  • Decade Renewable Partners sold 207,400 CMS Energy shares in Q3 2024, an estimated $12.3M.
  • Decade Renewable Partners first reported a position in CMS Energy in Q4 2022 and held it in 4 quarters.
  • Decade Renewable Partners's CMS Energy position peaked at $13.2M in Q1 2023.
  • 708 funds tracked by Wall St. Rank held CMS Energy as of Q3 2024.

Based on Decade Renewable Partners's 13F filing for Q3 2024, filed 14 Nov 2024.