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 $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Eagle Bay Advisors's CMS Position: Q1 2025 in Review

Eagle Bay Advisors sold out of CMS Energy (CMS) in Q1 2025, closing a stake of 48 shares — an estimated $3.17K sold.

Eagle Bay Advisors first reported a position in CMS in Q2 2021 and held it in 14 quarters. The position peaked at $12K in Q3 2021. 733 funds tracked by Wall St. Rank hold CMS as of Q1 2025.

Eagle Bay Advisors reported no remaining CMS Energy position as of Q1 2025 after selling out during the quarter.
Eagle Bay Advisors sold 48 CMS Energy shares in Q1 2025, an estimated $3.17K.
Eagle Bay Advisors first reported a position in CMS Energy in Q2 2021 and held it in 14 quarters.
Eagle Bay Advisors's CMS Energy position peaked at $12K in Q3 2021.
733 funds tracked by Wall St. Rank held CMS Energy as of Q1 2025.

Based on Eagle Bay Advisors's 13F filing for Q1 2025, filed 5 May 2025.