MIS
CMS icon

Morningstar Investment Services’s CMS Energy CMS Stock Holding History

Morningstar Investment Services’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
-4,290
Closed -$302K – 185
2024
Q3 		$302K Buy
4,290
+768
+22% +$50.4K ﹤0.01% 344
2024
Q2 		$211K Buy
+3,522
New +$213K ﹤0.01% 363
2024
Q1 		– Sell
-4,156
Closed -$241K – 364
2023
Q4 		$241K Buy
+4,156
New +$232K ﹤0.01% 379

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 $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $315B AUM 27.84% 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

Morningstar Investment Services's CMS Position: Q4 2024 in Review

Morningstar Investment Services sold out of CMS Energy (CMS) in Q4 2024, closing a stake of 4,290 shares — an estimated $302K sold.

Morningstar Investment Services first reported a position in CMS in Q4 2023 and held it in 3 quarters. The position peaked at $302K in Q3 2024. 715 funds tracked by Wall St. Rank hold CMS as of Q4 2024.

  • Morningstar Investment Services reported no remaining CMS Energy position as of Q4 2024 after selling out during the quarter.
  • Morningstar Investment Services sold 4,290 CMS Energy shares in Q4 2024, an estimated $302K.
  • Morningstar Investment Services first reported a position in CMS Energy in Q4 2023 and held it in 3 quarters.
  • Morningstar Investment Services's CMS Energy position peaked at $302K in Q3 2024.
  • 715 funds tracked by Wall St. Rank held CMS Energy as of Q4 2024.

Based on Morningstar Investment Services's 13F filing for Q4 2024, filed 12 Feb 2025.