First Personal Financial Services’s CMS Energy CMS Stock Holding History

First Personal 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 Q3	$142	Buy	+2	New	+$131	﹤0.01%	508
2022 Q1	–	Sell	-14	Closed	-$1K	–	339
2021 Q4	$1K	Buy	+14	New	+$859	﹤0.01%	328
2020 Q1	–	Sell	-17	Closed	-$1K	–	343
2019 Q4	$1K	Hold	17	–	–	﹤0.01%	410
2019 Q3	$1K	Hold	17	–	–	﹤0.01%	456
2019 Q2	$1K	Buy	+17	New	+$954	﹤0.01%	700
2017 Q1	–	Sell	-10	Closed	–	–	884
2016 Q4	$0	Buy	+10	New	+$409	﹤0.01%	917

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

First Personal Financial Services's CMS Position: Q3 2024 in Review

First Personal Financial Services opened a new position in CMS Energy (CMS) in Q3 2024: 2 shares worth $142. The stake represents ﹤0.01% of the portfolio and ranks #508 among its holdings. This is a return to the name: First Personal Financial Services previously reported a position in CMS as recently as Q4 2021.

First Personal Financial Services first reported a position in CMS in Q4 2016 and has held it in 6 quarters since. The position peaked at $1K in Q4 2021. 707 funds tracked by Wall St. Rank hold CMS as of Q3 2024.

First Personal Financial Services held 2 shares of CMS Energy worth $142 as of Q3 2024.
CMS Energy was a new First Personal Financial Services position in Q3 2024.
CMS Energy made up ﹤0.01% of First Personal Financial Services's portfolio in Q3 2024, its #508 holding.
First Personal Financial Services first reported a position in CMS Energy in Q4 2016 and has held it in 6 quarters since.
First Personal Financial Services's CMS Energy position peaked at $1K in Q4 2021.
707 funds tracked by Wall St. Rank held CMS Energy as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.