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Values First Advisors’s CMS Energy CMS Stock Holding History

Values First Advisors’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 		– Sell
-790
Closed -$55.8K – 237
2024
Q3 		$55.8K Buy
+790
New +$51.8K 0.03% 231
2023
Q4 		– Sell
-5,377
Closed -$286K – 166
2023
Q3 		$286K Buy
5,377
+473
+10% +$27.4K 0.18% 124
2023
Q2 		$288K Sell
4,904
-60
-1% -$3.62K 0.17% 134
2023
Q1 		$305K Buy
4,964
+202
+4% +$12.4K 0.19% 115
2022
Q4 		$302K Buy
4,762
+279
+6% +$16.5K 0.21% 116
2022
Q3 		$261K Buy
4,483
+1,473
+49% +$99.1K 0.19% 117
2022
Q2 		$203K Buy
+3,010
New +$208K 0.14% 135

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Values First Advisors's CMS Position: Q4 2024 in Review

Values First Advisors sold out of CMS Energy (CMS) in Q4 2024, closing a stake of 790 shares — an estimated $55.8K sold.

Values First Advisors first reported a position in CMS in Q2 2022 and held it in 7 quarters. The position peaked at $305K in Q1 2023. 716 funds tracked by Wall St. Rank hold CMS as of Q4 2024.

  • Values First Advisors reported no remaining CMS Energy position as of Q4 2024 after selling out during the quarter.
  • Values First Advisors sold 790 CMS Energy shares in Q4 2024, an estimated $55.8K.
  • Values First Advisors first reported a position in CMS Energy in Q2 2022 and held it in 7 quarters.
  • Values First Advisors's CMS Energy position peaked at $305K in Q1 2023.
  • 716 funds tracked by Wall St. Rank held CMS Energy as of Q4 2024.

Based on Values First Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.