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Fourpath Capital Management’s CMS Energy CMS Stock Holding History

Fourpath Capital 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 		– Sell
-1,087
Closed -$76.8K – 342
2024
Q3 		$76.8K Buy
+1,087
New +$71.3K 0.01% 304

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State Street
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T. Rowe Price Associates
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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 $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fourpath Capital Management's CMS Position: Q4 2024 in Review

Fourpath Capital Management sold out of CMS Energy (CMS) in Q4 2024, closing a stake of 1,087 shares — an estimated $76.8K sold.

Fourpath Capital Management first reported a position in CMS in Q3 2024 and held it in 1 quarter. The position peaked at $76.8K in Q3 2024. 714 funds tracked by Wall St. Rank hold CMS as of Q4 2024.

  • Fourpath Capital Management reported no remaining CMS Energy position as of Q4 2024 after selling out during the quarter.
  • Fourpath Capital Management sold 1,087 CMS Energy shares in Q4 2024, an estimated $76.8K.
  • Fourpath Capital Management first reported a position in CMS Energy in Q3 2024 and held it in 1 quarter.
  • Fourpath Capital Management's CMS Energy position peaked at $76.8K in Q3 2024.
  • 714 funds tracked by Wall St. Rank held CMS Energy as of Q4 2024.

Based on Fourpath Capital Management's 13F filing for Q4 2024, filed 24 Jan 2025.