LifeWealth Investments’s CMS Energy CMS Stock Holding History

LifeWealth Investments’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 Q1	–	Sell	-4,829	Closed	-$322K	–	137
2024 Q4	$322K	Buy	+4,829	New	+$332K	0.21%	101

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 $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LifeWealth Investments's CMS Position: Q1 2025 in Review

LifeWealth Investments sold out of CMS Energy (CMS) in Q1 2025, closing a stake of 4,829 shares — an estimated $322K sold.

LifeWealth Investments first reported a position in CMS in Q4 2024 and held it in 1 quarter. The position peaked at $322K in Q4 2024. 733 funds tracked by Wall St. Rank hold CMS as of Q1 2025.

LifeWealth Investments reported no remaining CMS Energy position as of Q1 2025 after selling out during the quarter.
LifeWealth Investments sold 4,829 CMS Energy shares in Q1 2025, an estimated $322K.
LifeWealth Investments first reported a position in CMS Energy in Q4 2024 and held it in 1 quarter.
LifeWealth Investments's CMS Energy position peaked at $322K in Q4 2024.
733 funds tracked by Wall St. Rank held CMS Energy as of Q1 2025.

Based on LifeWealth Investments's 13F filing for Q1 2025, filed 21 Apr 2025.