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Insigneo Advisory Services’s CMS Energy CMS Stock Holding History

Insigneo Advisory Services’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
-3,838
Closed -$271K – 641
2024
Q3 		$271K Sell
3,838
-442
-10% -$29K 0.03% 473
2024
Q2 		$276K Buy
4,280
+322
+8% +$19.5K 0.03% 428
2024
Q1 		$239K Buy
+3,958
New +$229K 0.03% 434

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Insigneo Advisory Services's CMS Position: Q4 2024 in Review

Insigneo Advisory Services sold out of CMS Energy (CMS) in Q4 2024, closing a stake of 3,838 shares — an estimated $271K sold.

Insigneo Advisory Services first reported a position in CMS in Q1 2024 and held it in 3 quarters. The position peaked at $276K in Q2 2024. 716 funds tracked by Wall St. Rank hold CMS as of Q4 2024.

  • Insigneo Advisory Services reported no remaining CMS Energy position as of Q4 2024 after selling out during the quarter.
  • Insigneo Advisory Services sold 3,838 CMS Energy shares in Q4 2024, an estimated $271K.
  • Insigneo Advisory Services first reported a position in CMS Energy in Q1 2024 and held it in 3 quarters.
  • Insigneo Advisory Services's CMS Energy position peaked at $276K in Q2 2024.
  • 716 funds tracked by Wall St. Rank held CMS Energy as of Q4 2024.

Based on Insigneo Advisory Services's 13F filing for Q4 2024, filed 13 Feb 2025.