Vermillion & White Wealth Management Group’s CMS Energy CMS Stock Holding History

Vermillion & White Wealth Management Group’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
2025 Q1	–	Sell	-78	Closed	-$5.2K	–	530
2024 Q4	$5.2K	Hold	78	–	–	﹤0.01%	276
2024 Q3	$5.51K	Hold	78	–	–	﹤0.01%	253
2024 Q2	$4.64K	Hold	78	–	–	﹤0.01%	273
2024 Q1	$4.71K	Hold	78	–	–	﹤0.01%	255
2023 Q4	$4.53K	Buy	+78	New	+$4.36K	﹤0.01%	217

Other funds holding CMS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vermillion & White Wealth Management Group's CMS Position: Q1 2025 in Review

Vermillion & White Wealth Management Group sold out of CMS Energy (CMS) in Q1 2025, closing a stake of 78 shares — an estimated $5.2K sold.

Vermillion & White Wealth Management Group first reported a position in CMS in Q4 2023 and held it in 5 quarters. The position peaked at $5.51K in Q3 2024. 733 funds tracked by Wall St. Rank hold CMS as of Q1 2025.

Vermillion & White Wealth Management Group reported no remaining CMS Energy position as of Q1 2025 after selling out during the quarter.
Vermillion & White Wealth Management Group sold 78 CMS Energy shares in Q1 2025, an estimated $5.2K.
Vermillion & White Wealth Management Group first reported a position in CMS Energy in Q4 2023 and held it in 5 quarters.
Vermillion & White Wealth Management Group's CMS Energy position peaked at $5.51K in Q3 2024.
733 funds tracked by Wall St. Rank held CMS Energy as of Q1 2025.

Based on Vermillion & White Wealth Management Group's 13F filing for Q1 2025, filed 15 May 2025.