Unique Wealth Strategies’s CMS Energy CMS Stock Holding History

Unique Wealth Strategies’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 Q3	–	Sell	-23	Closed	-$1.39K	–	301
2024 Q2	$1.39K	Buy	+23	New	+$1.39K	﹤0.01%	516

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

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

Unique Wealth Strategies's CMS Position: Q3 2024 in Review

Unique Wealth Strategies sold out of CMS Energy (CMS) in Q3 2024, closing a stake of 23 shares — an estimated $1.39K sold.

Unique Wealth Strategies first reported a position in CMS in Q2 2024 and held it in 1 quarter. The position peaked at $1.39K in Q2 2024. 707 funds tracked by Wall St. Rank hold CMS as of Q3 2024.

Unique Wealth Strategies reported no remaining CMS Energy position as of Q3 2024 after selling out during the quarter.
Unique Wealth Strategies sold 23 CMS Energy shares in Q3 2024, an estimated $1.39K.
Unique Wealth Strategies first reported a position in CMS Energy in Q2 2024 and held it in 1 quarter.
Unique Wealth Strategies's CMS Energy position peaked at $1.39K in Q2 2024.
707 funds tracked by Wall St. Rank held CMS Energy as of Q3 2024.

Based on Unique Wealth Strategies's 13F filing for Q3 2024, filed 14 Jul 2026.