Legacy Advisors’s CMS Energy CMS Stock Holding History

Legacy Advisors’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	-7,204	Closed	-$509K	–	420
2024 Q3	$509K	Buy	+7,204	New	+$473K	0.06%	241

Other funds holding CMS

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Legacy Advisors's CMS Position: Q4 2024 in Review

Legacy Advisors sold out of CMS Energy (CMS) in Q4 2024, closing a stake of 7,204 shares — an estimated $509K sold.

Legacy Advisors first reported a position in CMS in Q3 2024 and held it in 1 quarter. The position peaked at $509K in Q3 2024. 714 funds tracked by Wall St. Rank hold CMS as of Q4 2024.

Legacy Advisors reported no remaining CMS Energy position as of Q4 2024 after selling out during the quarter.
Legacy Advisors sold 7,204 CMS Energy shares in Q4 2024, an estimated $509K.
Legacy Advisors first reported a position in CMS Energy in Q3 2024 and held it in 1 quarter.
Legacy Advisors's CMS Energy position peaked at $509K in Q3 2024.
714 funds tracked by Wall St. Rank held CMS Energy as of Q4 2024.

Based on Legacy Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.