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Mowery & Schoenfeld Wealth Management’s CMS Energy CMS Stock Holding History

Mowery & Schoenfeld 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
2025
Q1 		– Sell
-48
Closed -$3.2K – 481
2024
Q4 		$3.2K Buy
+48
New +$3.3K 0.01% 351

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Mowery & Schoenfeld Wealth Management's CMS Position: Q1 2025 in Review

Mowery & Schoenfeld Wealth Management sold out of CMS Energy (CMS) in Q1 2025, closing a stake of 48 shares — an estimated $3.2K sold.

Mowery & Schoenfeld Wealth Management first reported a position in CMS in Q4 2024 and held it in 1 quarter. The position peaked at $3.2K in Q4 2024. 732 funds tracked by Wall St. Rank hold CMS as of Q1 2025.

  • Mowery & Schoenfeld Wealth Management reported no remaining CMS Energy position as of Q1 2025 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 48 CMS Energy shares in Q1 2025, an estimated $3.2K.
  • Mowery & Schoenfeld Wealth Management first reported a position in CMS Energy in Q4 2024 and held it in 1 quarter.
  • Mowery & Schoenfeld Wealth Management's CMS Energy position peaked at $3.2K in Q4 2024.
  • 732 funds tracked by Wall St. Rank held CMS Energy as of Q1 2025.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2025, filed 5 May 2025.