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TFO Wealth Partners’s CMS Energy CMS Stock Holding History

TFO Wealth Partners’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
Q2 		– Sell
-79
Closed -$4.77K – 202
2024
Q1 		$4.77K Hold
79
– – ﹤0.01% 105
2023
Q4 		$4.59K Hold
79
– – ﹤0.01% 111
2023
Q3 		$4.64K Hold
79
– – ﹤0.01% 178
2023
Q2 		$4.64K Hold
79
– – ﹤0.01% 167
2023
Q1 		$4.85K Buy
79
+71
+888% +$4.36K ﹤0.01% 128
2022
Q4 		$2.65K Buy
+8
New +$473 ﹤0.01% 223

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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

TFO Wealth Partners's CMS Position: Q2 2024 in Review

TFO Wealth Partners sold out of CMS Energy (CMS) in Q2 2024, closing a stake of 79 shares — an estimated $4.77K sold.

TFO Wealth Partners first reported a position in CMS in Q4 2022 and held it in 6 quarters. The position peaked at $4.85K in Q1 2023. 685 funds tracked by Wall St. Rank hold CMS as of Q2 2024.

  • TFO Wealth Partners reported no remaining CMS Energy position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 79 CMS Energy shares in Q2 2024, an estimated $4.77K.
  • TFO Wealth Partners first reported a position in CMS Energy in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's CMS Energy position peaked at $4.85K in Q1 2023.
  • 685 funds tracked by Wall St. Rank held CMS Energy as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.