IAA
CMS icon

Independent Advisor Alliance’s CMS Energy CMS Stock Holding History

Independent Advisor Alliance’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
2026
Q1 		$212K Buy
+2,734
New +$203K ﹤0.01% 1473
2020
Q1 		– Sell
-3,829
Closed -$241K – 476
2019
Q4 		$241K Sell
3,829
-141
-4% -$8.79K 0.01% 756
2019
Q3 		$254K Sell
3,970
-100
-2% -$6.07K 0.03% 370
2019
Q2 		$236K Sell
4,070
-89
-2% -$5K 0.03% 346
2019
Q1 		$231K Buy
+4,159
New +$219K 0.03% 371

Other funds holding CMS

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $110B AUM 36.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return