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Milestone Investment Advisors’s CMS Energy CMS Stock Holding History

Milestone Investment Advisors’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
2023
Q4 		– Sell
-1,278
Closed -$67.9K – 189
2023
Q3 		$67.9K Buy
+1,278
New +$74K 0.02% 169
2023
Q2 		– Sell
-1,278
Closed -$78.4K – 184
2023
Q1 		$78.4K Buy
+1,278
New +$78.6K 0.02% 163

Other funds holding CMS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Milestone Investment Advisors's CMS Position: Q4 2023 in Review

Milestone Investment Advisors sold out of CMS Energy (CMS) in Q4 2023, closing a stake of 1,278 shares — an estimated $67.9K sold.

Milestone Investment Advisors first reported a position in CMS in Q1 2023 and held it in 2 quarters. The position peaked at $78.4K in Q1 2023. 633 funds tracked by Wall St. Rank hold CMS as of Q4 2023.

  • Milestone Investment Advisors reported no remaining CMS Energy position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 1,278 CMS Energy shares in Q4 2023, an estimated $67.9K.
  • Milestone Investment Advisors first reported a position in CMS Energy in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's CMS Energy position peaked at $78.4K in Q1 2023.
  • 633 funds tracked by Wall St. Rank held CMS Energy as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.