Eagle Bay Advisors’s CMS Energy CMS Stock Holding History

Eagle Bay 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
2025 Q1	–	Sell	-48	Closed	-$3.17K	–	279
2024 Q4	$3.17K	Hold	48	–	–	﹤0.01%	785
2024 Q3	$3.36K	Sell	48 -6	-11%	-$394	﹤0.01%	1115
2024 Q2	$3.19K	Hold	54	–	–	﹤0.01%	811
2024 Q1	$3.23K	Hold	54	–	–	﹤0.01%	818
2023 Q4	$3.11K	Sell	54 -5	-8%	-$279	﹤0.01%	703
2023 Q3	$3.14K	Hold	59	–	–	﹤0.01%	723
2023 Q2	$3.44K	Hold	59	–	–	﹤0.01%	712
2023 Q1	$3.6K	Hold	59	–	–	﹤0.01%	705
2022 Q4	$3.71K	Hold	59	–	–	﹤0.01%	704
2022 Q3	$3K	Hold	59	–	–	﹤0.01%	721
2022 Q2	$3.95K	Buy	+59	New	+$4.07K	﹤0.01%	760
2022 Q1	–	Sell	-109	Closed	-$7K	–	426
2021 Q4	$7K	Sell	109 -80	-42%	-$4.91K	﹤0.01%	738
2021 Q3	$12K	Buy	189 +89	+89%	+$5.55K	0.01%	702
2021 Q2	$7K	Buy	+100	New	+$6.22K	0.01%	713

Other funds holding CMS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

JP Morgan Chase

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

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return