Householder Group Estate & Retirement Specialist’s CMS Energy CMS Stock Holding History

Householder Group Estate & Retirement Specialist’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	-1,393	Closed	-$98K	–	663
2024 Q3	$98K	Sell	1,393 -40	-3%	-$2.63K	0.03%	362
2024 Q2	$85K	Buy	1,433 +33	+2%	+$2K	0.02%	380
2024 Q1	$84.5K	Hold	1,400	–	–	0.03%	375
2023 Q4	$81K	Hold	1,400	–	–	0.03%	369
2023 Q3	$74.4K	Buy	+1,400	New	+$81.1K	0.03%	375
2023 Q1	$37K	Buy	+600	New	+$36.9K	0.01%	502
2022 Q4	–	Sell	-600	Closed	-$34K	–	464
2022 Q3	$34K	Buy	+600	New	+$40.4K	0.01%	469

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's CMS Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of CMS Energy (CMS) in Q4 2024, closing a stake of 1,393 shares — an estimated $98K sold.

Householder Group Estate & Retirement Specialist first reported a position in CMS in Q3 2022 and held it in 7 quarters. The position peaked at $98K in Q3 2024. 715 funds tracked by Wall St. Rank hold CMS as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining CMS Energy position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 1,393 CMS Energy shares in Q4 2024, an estimated $98K.
Householder Group Estate & Retirement Specialist first reported a position in CMS Energy in Q3 2022 and held it in 7 quarters.
Householder Group Estate & Retirement Specialist's CMS Energy position peaked at $98K in Q3 2024.
715 funds tracked by Wall St. Rank held CMS Energy as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.