EWM
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Executive Wealth Management’s CMS Energy CMS Stock Holding History

Executive Wealth Management’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 		$424K Sell
6,368
-9
-0.1% -$619 0.03% 178
2024
Q3 		$450K Buy
+6,377
New +$418K 0.04% 181
2024
Q2 		– Sell
-4,466
Closed -$268K – 145
2024
Q1 		$268K Sell
4,466
-197
-4% -$11.4K 0.02% 209
2023
Q4 		$271K Buy
4,663
+24
+0.5% +$1.34K 0.03% 181
2023
Q3 		$246K Sell
4,639
-1,052
-18% -$60.9K 0.03% 175
2023
Q2 		$334K Sell
5,691
-179
-3% -$10.8K 0.03% 154
2023
Q1 		$360K Sell
5,870
-327
-5% -$20.1K 0.04% 148
2022
Q4 		$392K Buy
6,197
+5,836
+1,617% +$345K 0.05% 141
2022
Q3 		$361K Sell
361
-3,997
-92% -$269K 0.05% 134
2022
Q2 		$294K Buy
4,358
+13
+0.3% +$898 0.04% 147
2022
Q1 		$303K Buy
4,345
+227
+6% +$14.7K 0.03% 162
2021
Q4 		$267K Sell
4,118
-30
-0.7% -$1.84K 0.03% 171
2021
Q3 		$247K Buy
4,148
+12
+0.3% +$749 0.03% 163
2021
Q2 		$244K Buy
4,136
+513
+14% +$31.9K 0.03% 172
2021
Q1 		$221K Sell
3,623
-151
-4% -$8.68K 0.03% 175
2020
Q4 		$230K Buy
+3,774
New +$236K 0.03% 159
2020
Q1 		– Sell
-3,486
Closed -$219K – 127
2019
Q4 		$219K Buy
+3,486
New +$217K 0.03% 140
2019
Q3 		– Sell
-2,605
Closed -$151K – 256
2019
Q2 		$151K Buy
2,605
+15
+0.6% +$842 0.02% 179
2019
Q1 		$144K Sell
2,590
-1,340
-34% -$70.6K 0.03% 170
2018
Q4 		$195K Buy
+3,930
New +$199K 0.03% 146

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

Executive Wealth Management's CMS Position: Q4 2024 in Review

Executive Wealth Management reduced its CMS Energy (CMS) stake by 0.14% in Q4 2024, selling an estimated $619 and leaving 6,368 shares worth $424K. The position accounts for 0.03% of the portfolio, ranked #178.

Executive Wealth Management first reported a position in CMS in Q4 2018 and has held it in 20 quarters since. The position peaked at $450K in Q3 2024. 716 funds tracked by Wall St. Rank hold CMS as of Q4 2024.

  • Executive Wealth Management held 6,368 shares of CMS Energy worth $424K as of Q4 2024.
  • Executive Wealth Management sold 9 CMS Energy shares in Q4 2024, an estimated $619.
  • CMS Energy made up 0.03% of Executive Wealth Management's portfolio in Q4 2024, its #178 holding.
  • Executive Wealth Management first reported a position in CMS Energy in Q4 2018 and has held it in 20 quarters since.
  • Executive Wealth Management's CMS Energy position peaked at $450K in Q3 2024.
  • 716 funds tracked by Wall St. Rank held CMS Energy as of Q4 2024.

Based on Executive Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.