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Ruedi Wealth Management’s CMS Energy CMS Stock Holding History

Ruedi 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
Q2 		– Sell
-43
Closed -$3.23K – 105
2025
Q1 		$3.23K Hold
43
– – ﹤0.01% 243
2024
Q4 		$2.87K Hold
43
– – ﹤0.01% 249
2024
Q3 		$3.04K Sell
43
-1
-2% -$66 ﹤0.01% 251
2024
Q2 		$2.62K Buy
44
+1
+2% +$61 ﹤0.01% 303
2024
Q1 		$2.6K Hold
43
– – ﹤0.01% 224
2023
Q4 		$2.5K Buy
+43
New +$2.4K ﹤0.01% 201

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 $3.38T AUM 44.17% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ruedi Wealth Management's CMS Position: Q2 2025 in Review

Ruedi Wealth Management sold out of CMS Energy (CMS) in Q2 2025, closing a stake of 43 shares — an estimated $3.23K sold.

Ruedi Wealth Management first reported a position in CMS in Q4 2023 and held it in 6 quarters. The position peaked at $3.23K in Q1 2025. 744 funds tracked by Wall St. Rank hold CMS as of Q2 2025.

  • Ruedi Wealth Management reported no remaining CMS Energy position as of Q2 2025 after selling out during the quarter.
  • Ruedi Wealth Management sold 43 CMS Energy shares in Q2 2025, an estimated $3.23K.
  • Ruedi Wealth Management first reported a position in CMS Energy in Q4 2023 and held it in 6 quarters.
  • Ruedi Wealth Management's CMS Energy position peaked at $3.23K in Q1 2025.
  • 744 funds tracked by Wall St. Rank held CMS Energy as of Q2 2025.

Based on Ruedi Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.