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Nebula Research & Development’s CMS Energy CMS Stock Holding History

Nebula Research & Development’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
Q3 		– Sell
-25,232
Closed -$1.5M – 962
2024
Q2 		$1.5M Buy
+25,232
New +$1.53M 0.24% 115
2023
Q3 		– Sell
-5,217
Closed -$306K – 519
2023
Q2 		$306K Buy
+5,217
New +$315K 0.23% 207

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 $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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 $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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

Nebula Research & Development's CMS Position: Q3 2024 in Review

Nebula Research & Development sold out of CMS Energy (CMS) in Q3 2024, closing a stake of 25,232 shares — an estimated $1.5M sold.

Nebula Research & Development first reported a position in CMS in Q2 2023 and held it in 2 quarters. The position peaked at $1.5M in Q2 2024. 708 funds tracked by Wall St. Rank hold CMS as of Q3 2024.

  • Nebula Research & Development reported no remaining CMS Energy position as of Q3 2024 after selling out during the quarter.
  • Nebula Research & Development sold 25,232 CMS Energy shares in Q3 2024, an estimated $1.5M.
  • Nebula Research & Development first reported a position in CMS Energy in Q2 2023 and held it in 2 quarters.
  • Nebula Research & Development's CMS Energy position peaked at $1.5M in Q2 2024.
  • 708 funds tracked by Wall St. Rank held CMS Energy as of Q3 2024.

Based on Nebula Research & Development's 13F filing for Q3 2024, filed 14 Nov 2024.