Sugarloaf Wealth Management’s CMS Energy CMS Stock Holding History

Sugarloaf 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
2024 Q4	$13.6K	Buy	203 +1	+0.5%	+$69	﹤0.01%	454
2024 Q3	$14.3K	Buy	+202	New	+$13.3K	﹤0.01%	461
2023 Q1	–	Sell	-15	Closed	-$946	–	722
2022 Q4	$946	Hold	15	–	–	﹤0.01%	710
2022 Q3	$1K	Hold	15	–	–	﹤0.01%	752
2022 Q2	$1K	Hold	15	–	–	﹤0.01%	731
2022 Q1	$1K	Hold	15	–	–	﹤0.01%	671
2021 Q4	$1K	Hold	15	–	–	﹤0.01%	702
2021 Q3	$1K	Hold	15	–	–	﹤0.01%	712
2021 Q2	$1K	Buy	15 +1	+7%	+$62	﹤0.01%	707
2021 Q1	$1	Hold	14	–	–	﹤0.01%	701
2020 Q4	$1K	Hold	14	–	–	﹤0.01%	668
2020 Q3	$1K	Hold	14	–	–	﹤0.01%	633
2020 Q2	$1K	Hold	14	–	–	﹤0.01%	628
2020 Q1	$1K	Hold	14	–	–	﹤0.01%	635
2019 Q4	$1K	Buy	+14	New	+$873	﹤0.01%	661

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

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

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

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

Sugarloaf Wealth Management's CMS Position: Q4 2024 in Review

Sugarloaf Wealth Management increased its CMS Energy (CMS) stake by 0.5% in Q4 2024, buying an estimated $69 and bringing the position to 203 shares worth $13.6K. The position accounts for ﹤0.01% of the portfolio, ranked #454.

Sugarloaf Wealth Management first reported a position in CMS in Q4 2019 and has held it in 15 quarters since. The position peaked at $14.3K in Q3 2024. 714 funds tracked by Wall St. Rank hold CMS as of Q4 2024.

Sugarloaf Wealth Management held 203 shares of CMS Energy worth $13.6K as of Q4 2024.
Sugarloaf Wealth Management bought 1 CMS Energy share in Q4 2024, an estimated $69.
CMS Energy made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #454 holding.
Sugarloaf Wealth Management first reported a position in CMS Energy in Q4 2019 and has held it in 15 quarters since.
Sugarloaf Wealth Management's CMS Energy position peaked at $14.3K in Q3 2024.
714 funds tracked by Wall St. Rank held CMS Energy as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.