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Mid-American Wealth Advisory Group’s CMS Energy CMS Stock Holding History

Mid-American Wealth Advisory 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
2025
Q3 		– Sell
-56
Closed -$3.88K – 94
2025
Q2 		$3.88K Buy
+56
New +$3.99K ﹤0.01% 241

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
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mid-American Wealth Advisory Group's CMS Position: Q3 2025 in Review

Mid-American Wealth Advisory Group sold out of CMS Energy (CMS) in Q3 2025, closing a stake of 56 shares — an estimated $3.88K sold.

Mid-American Wealth Advisory Group first reported a position in CMS in Q2 2025 and held it in 1 quarter. The position peaked at $3.88K in Q2 2025. 776 funds tracked by Wall St. Rank hold CMS as of Q3 2025.

  • Mid-American Wealth Advisory Group reported no remaining CMS Energy position as of Q3 2025 after selling out during the quarter.
  • Mid-American Wealth Advisory Group sold 56 CMS Energy shares in Q3 2025, an estimated $3.88K.
  • Mid-American Wealth Advisory Group first reported a position in CMS Energy in Q2 2025 and held it in 1 quarter.
  • Mid-American Wealth Advisory Group's CMS Energy position peaked at $3.88K in Q2 2025.
  • 776 funds tracked by Wall St. Rank held CMS Energy as of Q3 2025.

Based on Mid-American Wealth Advisory Group's 13F filing for Q3 2025, filed 20 Oct 2025.