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Pacific Capital Wealth Advisors’s CMS Energy CMS Stock Holding History

Pacific Capital 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
Q4 		– Sell
-25
Closed -$1.77K – 421
2024
Q3 		$1.77K Buy
+25
New +$1.64K ﹤0.01% 410

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
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

Pacific Capital Wealth Advisors's CMS Position: Q4 2024 in Review

Pacific Capital Wealth Advisors sold out of CMS Energy (CMS) in Q4 2024, closing a stake of 25 shares — an estimated $1.77K sold.

Pacific Capital Wealth Advisors first reported a position in CMS in Q3 2024 and held it in 1 quarter. The position peaked at $1.77K in Q3 2024. 714 funds tracked by Wall St. Rank hold CMS as of Q4 2024.

  • Pacific Capital Wealth Advisors reported no remaining CMS Energy position as of Q4 2024 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 25 CMS Energy shares in Q4 2024, an estimated $1.77K.
  • Pacific Capital Wealth Advisors first reported a position in CMS Energy in Q3 2024 and held it in 1 quarter.
  • Pacific Capital Wealth Advisors's CMS Energy position peaked at $1.77K in Q3 2024.
  • 714 funds tracked by Wall St. Rank held CMS Energy as of Q4 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.