FCA
CMS icon

FinTrust Capital Advisors’s CMS Energy CMS Stock Holding History

FinTrust Capital 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
2024
Q3 		$20.2K Hold
286
– – ﹤0.01% 805
2024
Q2 		$17K Buy
286
+57
+25% +$3.45K ﹤0.01% 801
2024
Q1 		$13.8K Hold
229
– – ﹤0.01% 798
2023
Q4 		$13.3K Buy
229
+182
+387% +$10.2K ﹤0.01% 782
2023
Q3 		$2.5K Hold
47
– – ﹤0.01% 987
2023
Q2 		$2.98K Hold
47
– – ﹤0.01% 951
2023
Q1 		$2.98K Hold
47
– – ﹤0.01% 944
2022
Q4 		$2.98K Sell
47
-257
-85% -$15.2K ﹤0.01% 942
2022
Q3 		$17K Hold
304
– – ﹤0.01% 753
2022
Q2 		$20K Hold
304
– – 0.01% 732
2022
Q1 		$21K Buy
+304
New +$19.7K ﹤0.01% 752
2019
Q2 		– Sell
-60
Closed -$3K – 1088
2019
Q1 		$3K Hold
60
– – ﹤0.01% 1025
2018
Q4 		$3K Buy
+60
New +$3.03K ﹤0.01% 1034

Other funds holding CMS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
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
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return