VFM
CMS icon

Viking Fund Management’s CMS Energy CMS Stock Holding History

Viking Fund 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 		– Sell
-60,000
Closed -$4.24M – 135
2024
Q3 		$4.24M Buy
60,000
+16,000
+36% +$1.05M 0.69% 56
2024
Q2 		$2.62M Hold
44,000
– – 0.47% 74
2024
Q1 		$2.65M Buy
+44,000
New +$2.55M 0.48% 71

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

Viking Fund Management's CMS Position: Q4 2024 in Review

Viking Fund Management sold out of CMS Energy (CMS) in Q4 2024, closing a stake of 60,000 shares — an estimated $4.24M sold.

Viking Fund Management first reported a position in CMS in Q1 2024 and held it in 3 quarters. The position peaked at $4.24M in Q3 2024. 716 funds tracked by Wall St. Rank hold CMS as of Q4 2024.

  • Viking Fund Management reported no remaining CMS Energy position as of Q4 2024 after selling out during the quarter.
  • Viking Fund Management sold 60,000 CMS Energy shares in Q4 2024, an estimated $4.24M.
  • Viking Fund Management first reported a position in CMS Energy in Q1 2024 and held it in 3 quarters.
  • Viking Fund Management's CMS Energy position peaked at $4.24M in Q3 2024.
  • 716 funds tracked by Wall St. Rank held CMS Energy as of Q4 2024.

Based on Viking Fund Management's 13F filing for Q4 2024, filed 17 Jan 2025.