Heck Capital Advisors’s CMS Energy CMS Stock Holding History

Heck 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
2025 Q1	–	Sell	-20	Closed	-$1.33K	–	348
2024 Q4	$1.33K	Buy	+20	New	+$1.38K	﹤0.01%	683

Other funds holding CMS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Heck Capital Advisors's CMS Position: Q1 2025 in Review

Heck Capital Advisors sold out of CMS Energy (CMS) in Q1 2025, closing a stake of 20 shares — an estimated $1.33K sold.

Heck Capital Advisors first reported a position in CMS in Q4 2024 and held it in 1 quarter. The position peaked at $1.33K in Q4 2024. 733 funds tracked by Wall St. Rank hold CMS as of Q1 2025.

Heck Capital Advisors reported no remaining CMS Energy position as of Q1 2025 after selling out during the quarter.
Heck Capital Advisors sold 20 CMS Energy shares in Q1 2025, an estimated $1.33K.
Heck Capital Advisors first reported a position in CMS Energy in Q4 2024 and held it in 1 quarter.
Heck Capital Advisors's CMS Energy position peaked at $1.33K in Q4 2024.
733 funds tracked by Wall St. Rank held CMS Energy as of Q1 2025.

Based on Heck Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.