Impact Partnership Wealth’s CMS Energy CMS Stock Holding History

Impact Partnership Wealth’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	-8,652	Closed	-$611K	–	300
2024 Q3	$611K	Buy	+8,652	New	+$568K	0.14%	95

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

Impact Partnership Wealth's CMS Position: Q4 2024 in Review

Impact Partnership Wealth sold out of CMS Energy (CMS) in Q4 2024, closing a stake of 8,652 shares — an estimated $611K sold.

Impact Partnership Wealth first reported a position in CMS in Q3 2024 and held it in 1 quarter. The position peaked at $611K in Q3 2024. 714 funds tracked by Wall St. Rank hold CMS as of Q4 2024.

Impact Partnership Wealth reported no remaining CMS Energy position as of Q4 2024 after selling out during the quarter.
Impact Partnership Wealth sold 8,652 CMS Energy shares in Q4 2024, an estimated $611K.
Impact Partnership Wealth first reported a position in CMS Energy in Q3 2024 and held it in 1 quarter.
Impact Partnership Wealth's CMS Energy position peaked at $611K in Q3 2024.
714 funds tracked by Wall St. Rank held CMS Energy as of Q4 2024.

Based on Impact Partnership Wealth's 13F filing for Q4 2024, filed 21 Jan 2025.