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Peterson Financial Group’s CMS Energy CMS Stock Holding History

Peterson Financial Group’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 		$4.65K Buy
+66
New +$4.33K 0.02% 304

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Peterson Financial Group's CMS Position: Q3 2024 in Review

Peterson Financial Group opened a new position in CMS Energy (CMS) in Q3 2024: 66 shares worth $4.65K. The stake represents 0.02% of the portfolio and ranks #304 among its holdings.

708 funds tracked by Wall St. Rank hold CMS as of Q3 2024.

  • Peterson Financial Group held 66 shares of CMS Energy worth $4.65K as of Q3 2024.
  • CMS Energy was a new Peterson Financial Group position in Q3 2024.
  • CMS Energy made up 0.02% of Peterson Financial Group's portfolio in Q3 2024, its #304 holding.
  • 708 funds tracked by Wall St. Rank held CMS Energy as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.