IHWM
CMS icon

Iron Horse Wealth Management’s CMS Energy CMS Stock Holding History

Iron Horse Wealth 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
2025
Q2 		$1.39K Hold
20
– – ﹤0.01% 499
2025
Q1 		$1.5K Hold
20
– – ﹤0.01% 485
2024
Q4 		$1.33K Hold
20
– – ﹤0.01% 416
2024
Q3 		$1.41K Hold
20
– – ﹤0.01% 411
2024
Q2 		$1.19K Hold
20
– – ﹤0.01% 397
2024
Q1 		$1.21K Hold
20
– – ﹤0.01% 389
2023
Q4 		$1.16K Hold
20
– – ﹤0.01% 411
2023
Q3 		$1.06K Buy
+20
New +$1.16K ﹤0.01% 422

Other funds holding CMS

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BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return