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Sandy Spring Bank’s CMS Energy CMS Stock Holding History

Sandy Spring Bank’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
Q1 		$19.1K Hold
254
– – ﹤0.01% 744
2024
Q4 		$16.9K Hold
254
– – ﹤0.01% 778
2024
Q3 		$17.9K Buy
254
+200
+370% +$13.1K ﹤0.01% 765
2024
Q2 		$3.21K Buy
54
+29
+116% +$1.75K ﹤0.01% 1038
2024
Q1 		$1.51K Buy
+25
New +$1.45K ﹤0.01% 1074
2023
Q4 		– Sell
-60
Closed -$3.19K – 1187
2023
Q3 		$3.19K Buy
60
+42
+233% +$2.43K ﹤0.01% 980
2023
Q2 		$1.06K Buy
+18
New +$1.09K ﹤0.01% 1118
2022
Q2 		– Sell
-65
Closed -$5K – 1135
2022
Q1 		$5K Hold
65
– – ﹤0.01% 960
2021
Q4 		$4K Sell
65
-500
-88% -$30.7K ﹤0.01% 1047
2021
Q3 		$34K Hold
565
– – ﹤0.01% 644
2021
Q2 		$34K Buy
565
+10
+2% +$622 ﹤0.01% 657
2021
Q1 		$34K Sell
555
-100
-15% -$5.75K ﹤0.01% 582
2020
Q4 		$40K Buy
+655
New +$40.9K ﹤0.01% 526
2020
Q2 		– Sell
-21
Closed -$1K – 904
2020
Q1 		$1K Sell
21
-70
-77% -$4.48K ﹤0.01% 854
2019
Q4 		$6K Buy
+91
New +$5.67K ﹤0.01% 758

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Sandy Spring Bank's CMS Position: Q1 2025 in Review

Sandy Spring Bank held its CMS Energy (CMS) position steady in Q1 2025 at 254 shares worth $19.1K. The position accounts for ﹤0.01% of the portfolio, ranked #744.

Sandy Spring Bank first reported a position in CMS in Q4 2019 and has held it in 15 quarters since. The position peaked at $40K in Q4 2020. 733 funds tracked by Wall St. Rank hold CMS as of Q1 2025.

  • Sandy Spring Bank held 254 shares of CMS Energy worth $19.1K as of Q1 2025.
  • Sandy Spring Bank left its CMS Energy share count unchanged in Q1 2025.
  • CMS Energy made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #744 holding.
  • Sandy Spring Bank first reported a position in CMS Energy in Q4 2019 and has held it in 15 quarters since.
  • Sandy Spring Bank's CMS Energy position peaked at $40K in Q4 2020.
  • 733 funds tracked by Wall St. Rank held CMS Energy as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.