Lake Street Advisors Group’s CMS Energy CMS Stock Holding History

Lake Street Advisors Group’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	-3,039	Closed	-$215K	–	653
2024 Q3	$215K	Buy	+3,039	New	+$199K	0.01%	544

Other funds holding CMS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Lake Street Advisors Group's CMS Position: Q4 2024 in Review

Lake Street Advisors Group sold out of CMS Energy (CMS) in Q4 2024, closing a stake of 3,039 shares — an estimated $215K sold.

Lake Street Advisors Group first reported a position in CMS in Q3 2024 and held it in 1 quarter. The position peaked at $215K in Q3 2024. 715 funds tracked by Wall St. Rank hold CMS as of Q4 2024.

Lake Street Advisors Group reported no remaining CMS Energy position as of Q4 2024 after selling out during the quarter.
Lake Street Advisors Group sold 3,039 CMS Energy shares in Q4 2024, an estimated $215K.
Lake Street Advisors Group first reported a position in CMS Energy in Q3 2024 and held it in 1 quarter.
Lake Street Advisors Group's CMS Energy position peaked at $215K in Q3 2024.
715 funds tracked by Wall St. Rank held CMS Energy as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.