Maridea Wealth Management’s CMS Energy CMS Stock Holding History

Maridea 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 Q1	–	Sell	-9,966	Closed	-$664K	–	243
2024 Q4	$664K	Buy	+9,966	New	+$686K	0.21%	82

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Maridea Wealth Management's CMS Position: Q1 2025 in Review

Maridea Wealth Management sold out of CMS Energy (CMS) in Q1 2025, closing a stake of 9,966 shares — an estimated $664K sold.

Maridea Wealth Management first reported a position in CMS in Q4 2024 and held it in 1 quarter. The position peaked at $664K in Q4 2024. 732 funds tracked by Wall St. Rank hold CMS as of Q1 2025.

Maridea Wealth Management reported no remaining CMS Energy position as of Q1 2025 after selling out during the quarter.
Maridea Wealth Management sold 9,966 CMS Energy shares in Q1 2025, an estimated $664K.
Maridea Wealth Management first reported a position in CMS Energy in Q4 2024 and held it in 1 quarter.
Maridea Wealth Management's CMS Energy position peaked at $664K in Q4 2024.
732 funds tracked by Wall St. Rank held CMS Energy as of Q1 2025.

Based on Maridea Wealth Management's 13F filing for Q1 2025, filed 7 May 2025.