MIIM
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Mesirow Institutional Investment Management’s CMS Energy CMS Stock Holding History

Mesirow Institutional Investment 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
2024
Q4 		$3.25M Buy
48,796
+1,135
+2% +$78.1K 0.25% 96
2024
Q3 		$3.37M Buy
47,661
+341
+0.7% +$22.4K 0.26% 95
2024
Q2 		$2.82M Buy
47,320
+35
+0.1% +$2.12K 0.25% 95
2024
Q1 		$2.85M Buy
47,285
+29
+0.1% +$1.68K 0.25% 94
2023
Q4 		$2.74M Buy
47,256
+398
+0.8% +$22.2K 0.26% 94
2023
Q3 		$2.49M Sell
46,858
-3,832
-8% -$222K 0.25% 98
2023
Q2 		$2.98M Buy
50,690
+18,755
+59% +$1.13M 0.31% 84
2023
Q1 		$1.96M Hold
31,935
– – 0.21% 126
2022
Q4 		$2.02M Buy
31,935
+465
+1% +$27.5K 0.27% 98
2022
Q3 		$1.83M Buy
+31,470
New +$2.12M 0.27% 92

Other funds holding CMS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mesirow Institutional Investment Management's CMS Position: Q4 2024 in Review

Mesirow Institutional Investment Management increased its CMS Energy (CMS) stake by 2.4% in Q4 2024, buying an estimated $78.1K and bringing the position to 48,796 shares worth $3.25M. The position accounts for 0.25% of the portfolio, ranked #96.

Mesirow Institutional Investment Management first reported a position in CMS in Q3 2022 and has held it in 10 quarters since. The position peaked at $3.37M in Q3 2024. 714 funds tracked by Wall St. Rank hold CMS as of Q4 2024.

  • Mesirow Institutional Investment Management held 48,796 shares of CMS Energy worth $3.25M as of Q4 2024.
  • Mesirow Institutional Investment Management bought 1,135 CMS Energy shares in Q4 2024, an estimated $78.1K.
  • CMS Energy made up 0.25% of Mesirow Institutional Investment Management's portfolio in Q4 2024, its #96 holding.
  • Mesirow Institutional Investment Management first reported a position in CMS Energy in Q3 2022 and has held it in 10 quarters since.
  • Mesirow Institutional Investment Management's CMS Energy position peaked at $3.37M in Q3 2024.
  • 714 funds tracked by Wall St. Rank held CMS Energy as of Q4 2024.

Based on Mesirow Institutional Investment Management's 13F filing for Q4 2024, filed 13 Feb 2025.