Essex Financial Services’s CMS Energy CMS Stock Holding History

Essex Financial Services’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	-3,567	Closed	-$253K	–	636
2024 Q3	$253K	Buy	+3,567	New	+$234K	0.02%	532

Other funds holding CMS

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Essex Financial Services's CMS Position: Q4 2024 in Review

Essex Financial Services sold out of CMS Energy (CMS) in Q4 2024, closing a stake of 3,567 shares — an estimated $253K sold.

Essex Financial Services first reported a position in CMS in Q3 2024 and held it in 1 quarter. The position peaked at $253K in Q3 2024. 714 funds tracked by Wall St. Rank hold CMS as of Q4 2024.

Essex Financial Services reported no remaining CMS Energy position as of Q4 2024 after selling out during the quarter.
Essex Financial Services sold 3,567 CMS Energy shares in Q4 2024, an estimated $253K.
Essex Financial Services first reported a position in CMS Energy in Q3 2024 and held it in 1 quarter.
Essex Financial Services's CMS Energy position peaked at $253K in Q3 2024.
714 funds tracked by Wall St. Rank held CMS Energy as of Q4 2024.

Based on Essex Financial Services's 13F filing for Q4 2024, filed 29 Jan 2025.