MWM
CMS icon

MinichMacGregor Wealth Management’s CMS Energy CMS Stock Holding History

MinichMacGregor 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
2023
Q1 		– Sell
-294
Closed -$18.6K – 194
2022
Q4 		$18.6K Buy
+294
New +$17.4K 0.01% 331
2017
Q2 		– Sell
-3
Closed – – 476
2017
Q1 		$0 Buy
+3
New +$130 ﹤0.01% 463
2016
Q4 		– Sell
-3,176
Closed -$133K – 458
2016
Q3 		$133K Buy
3,176
+2,080
+190% +$90.8K 0.12% 49
2016
Q2 		$50K Hold
1,096
– – 0.05% 107
2016
Q1 		$46K Sell
1,096
-1,346
-55% -$52.7K 0.04% 112
2015
Q4 		$83K Buy
+2,442
New +$87K 0.08% 70

Other funds holding CMS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 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 $501B AUM 22.01% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return