Opal Wealth Advisors’s CMS Energy CMS Stock Holding History

Opal Wealth 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
2024 Q3	–	Sell	-13	Closed	-$774	–	384
2024 Q2	$774	Buy	+13	New	+$787	﹤0.01%	1114

Other funds holding CMS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Opal Wealth Advisors's CMS Position: Q3 2024 in Review

Opal Wealth Advisors sold out of CMS Energy (CMS) in Q3 2024, closing a stake of 13 shares — an estimated $774 sold.

Opal Wealth Advisors first reported a position in CMS in Q2 2024 and held it in 1 quarter. The position peaked at $774 in Q2 2024. 708 funds tracked by Wall St. Rank hold CMS as of Q3 2024.

Opal Wealth Advisors reported no remaining CMS Energy position as of Q3 2024 after selling out during the quarter.
Opal Wealth Advisors sold 13 CMS Energy shares in Q3 2024, an estimated $774.
Opal Wealth Advisors first reported a position in CMS Energy in Q2 2024 and held it in 1 quarter.
Opal Wealth Advisors's CMS Energy position peaked at $774 in Q2 2024.
708 funds tracked by Wall St. Rank held CMS Energy as of Q3 2024.

Based on Opal Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.