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Institutional & Family Asset Management’s CMS Energy CMS Stock Holding History

Institutional & Family Asset Management’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
Q2 		$46.9K Hold
787
– – 0.01% 249
2024
Q1 		$47.5K Sell
787
-56
-7% -$3.25K 0.01% 240
2023
Q4 		$49K Sell
843
-620
-42% -$34.6K 0.01% 232
2023
Q3 		$77.7K Hold
1,463
– – 0.01% 193
2023
Q2 		$86K Buy
1,463
+550
+60% +$33.2K 0.01% 193
2023
Q1 		$56K Buy
913
+48
+6% +$2.95K 0.01% 214
2022
Q4 		$54.8K Sell
865
-164
-16% -$9.7K 0.01% 213
2022
Q3 		$60K Hold
1,029
– – 0.01% 205
2022
Q2 		$69K Hold
1,029
– – 0.01% 200
2022
Q1 		$72K Buy
+1,029
New +$66.7K 0.01% 224
2020
Q1 		– Sell
-1,486
Closed -$93K – 823
2019
Q4 		$93K Buy
+1,486
New +$92.6K 0.02% 245

Other funds holding CMS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Institutional & Family Asset Management's CMS Position: Q2 2024 in Review

Institutional & Family Asset Management held its CMS Energy (CMS) position steady in Q2 2024 at 787 shares worth $46.9K. The position accounts for 0.01% of the portfolio, ranked #249.

Institutional & Family Asset Management first reported a position in CMS in Q4 2019 and has held it in 11 quarters since. The position peaked at $93K in Q4 2019. 685 funds tracked by Wall St. Rank hold CMS as of Q2 2024.

  • Institutional & Family Asset Management held 787 shares of CMS Energy worth $46.9K as of Q2 2024.
  • Institutional & Family Asset Management left its CMS Energy share count unchanged in Q2 2024.
  • CMS Energy made up 0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #249 holding.
  • Institutional & Family Asset Management first reported a position in CMS Energy in Q4 2019 and has held it in 11 quarters since.
  • Institutional & Family Asset Management's CMS Energy position peaked at $93K in Q4 2019.
  • 685 funds tracked by Wall St. Rank held CMS Energy as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.