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International Assets Investment Management’s CMS Energy CMS Stock Holding History

International Assets Investment 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
Q4 		– Sell
-3,608
Closed -$255K – 1019
2024
Q3 		$255K Buy
+3,608
New +$237K 0.02% 524
2023
Q1 		– Sell
-6,921
Closed -$438K – 1186
2022
Q4 		$438K Buy
+6,921
New +$409K 0.05% 374
2021
Q2 		– Sell
-1,175
Closed -$72K – 753
2021
Q1 		$72K Hold
1,175
– – 0.01% 823
2020
Q4 		$72K Buy
+1,175
New +$73.4K 0.01% 711

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
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

International Assets Investment Management's CMS Position: Q4 2024 in Review

International Assets Investment Management sold out of CMS Energy (CMS) in Q4 2024, closing a stake of 3,608 shares — an estimated $255K sold.

International Assets Investment Management first reported a position in CMS in Q4 2020 and held it in 4 quarters. The position peaked at $438K in Q4 2022. 716 funds tracked by Wall St. Rank hold CMS as of Q4 2024.

  • International Assets Investment Management reported no remaining CMS Energy position as of Q4 2024 after selling out during the quarter.
  • International Assets Investment Management sold 3,608 CMS Energy shares in Q4 2024, an estimated $255K.
  • International Assets Investment Management first reported a position in CMS Energy in Q4 2020 and held it in 4 quarters.
  • International Assets Investment Management's CMS Energy position peaked at $438K in Q4 2022.
  • 716 funds tracked by Wall St. Rank held CMS Energy as of Q4 2024.

Based on International Assets Investment Management's 13F filing for Q4 2024, filed 8 Jan 2025.