Empower Advisory Group
CMS icon

Empower Advisory Group’s CMS Energy CMS Stock Holding History

Empower Advisory Group’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
-7,735
Closed -$467K – 495
2024
Q1 		$467K Sell
7,735
-356,908
-98% -$20.7M ﹤0.01% 313
2023
Q4 		$21.2M Sell
364,643
-75,554
-17% -$4.22M 0.08% 126
2023
Q3 		$23.4M Sell
440,197
-41,022
-9% -$2.38M 0.1% 119
2023
Q2 		$28.3M Buy
481,219
+8,351
+2% +$504K 0.12% 123
2023
Q1 		$28.9M Buy
+472,868
New +$29.1M 0.13% 121

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

Empower Advisory Group's CMS Position: Q2 2024 in Review

Empower Advisory Group sold out of CMS Energy (CMS) in Q2 2024, closing a stake of 7,735 shares — an estimated $467K sold.

Empower Advisory Group first reported a position in CMS in Q1 2023 and held it in 5 quarters. The position peaked at $28.9M in Q1 2023. 685 funds tracked by Wall St. Rank hold CMS as of Q2 2024.

  • Empower Advisory Group reported no remaining CMS Energy position as of Q2 2024 after selling out during the quarter.
  • Empower Advisory Group sold 7,735 CMS Energy shares in Q2 2024, an estimated $467K.
  • Empower Advisory Group first reported a position in CMS Energy in Q1 2023 and held it in 5 quarters.
  • Empower Advisory Group's CMS Energy position peaked at $28.9M in Q1 2023.
  • 685 funds tracked by Wall St. Rank held CMS Energy as of Q2 2024.

Based on Empower Advisory Group's 13F filing for Q2 2024, filed 25 Jul 2024.