Mendota Financial Group’s CMS Energy CMS Stock Holding History

Mendota Financial 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	-1	Closed	-$71	–	536
2024 Q3	$71	Buy	+1	New	+$66	﹤0.01%	1048

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

Mendota Financial Group's CMS Position: Q4 2024 in Review

Mendota Financial Group sold out of CMS Energy (CMS) in Q4 2024, closing a stake of 1 share — an estimated $71 sold.

Mendota Financial Group first reported a position in CMS in Q3 2024 and held it in 1 quarter. The position peaked at $71 in Q3 2024. 714 funds tracked by Wall St. Rank hold CMS as of Q4 2024.

Mendota Financial Group reported no remaining CMS Energy position as of Q4 2024 after selling out during the quarter.
Mendota Financial Group sold 1 CMS Energy share in Q4 2024, an estimated $71.
Mendota Financial Group first reported a position in CMS Energy in Q3 2024 and held it in 1 quarter.
Mendota Financial Group's CMS Energy position peaked at $71 in Q3 2024.
714 funds tracked by Wall St. Rank held CMS Energy as of Q4 2024.

Based on Mendota Financial Group's 13F filing for Q4 2024, filed 14 Jan 2025.