GWN Securities’s CMS Energy CMS Stock Holding History

GWN Securities’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
2025 Q1	–	Sell	-7,404	Closed	-$487K	–	710
2024 Q4	$487K	Buy	+7,404	New	+$509K	0.13%	158

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

GWN Securities's CMS Position: Q1 2025 in Review

GWN Securities sold out of CMS Energy (CMS) in Q1 2025, closing a stake of 7,404 shares — an estimated $487K sold.

GWN Securities first reported a position in CMS in Q4 2024 and held it in 1 quarter. The position peaked at $487K in Q4 2024. 732 funds tracked by Wall St. Rank hold CMS as of Q1 2025.

GWN Securities reported no remaining CMS Energy position as of Q1 2025 after selling out during the quarter.
GWN Securities sold 7,404 CMS Energy shares in Q1 2025, an estimated $487K.
GWN Securities first reported a position in CMS Energy in Q4 2024 and held it in 1 quarter.
GWN Securities's CMS Energy position peaked at $487K in Q4 2024.
732 funds tracked by Wall St. Rank held CMS Energy as of Q1 2025.

Based on GWN Securities's 13F filing for Q1 2025, filed 15 May 2025.