Seeds Investor’s CMS Energy CMS Stock Holding History

Seeds Investor’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 Q1	–	Sell	-4,172	Closed	-$242K	–	173
2023 Q4	$242K	Buy	+4,172	New	+$233K	0.27%	113

Other funds holding CMS

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Seeds Investor's CMS Position: Q1 2024 in Review

Seeds Investor sold out of CMS Energy (CMS) in Q1 2024, closing a stake of 4,172 shares — an estimated $242K sold.

Seeds Investor first reported a position in CMS in Q4 2023 and held it in 1 quarter. The position peaked at $242K in Q4 2023. 663 funds tracked by Wall St. Rank hold CMS as of Q1 2024.

Seeds Investor reported no remaining CMS Energy position as of Q1 2024 after selling out during the quarter.
Seeds Investor sold 4,172 CMS Energy shares in Q1 2024, an estimated $242K.
Seeds Investor first reported a position in CMS Energy in Q4 2023 and held it in 1 quarter.
Seeds Investor's CMS Energy position peaked at $242K in Q4 2023.
663 funds tracked by Wall St. Rank held CMS Energy as of Q1 2024.

Based on Seeds Investor's 13F filing for Q1 2024, filed 10 May 2024.