VAMG
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Voisard Asset Management Group’s CMS Energy CMS Stock Holding History

Voisard Asset 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
2024
Q4 		– Sell
-798
Closed -$56.4K – 184
2024
Q3 		$56.4K Buy
798
+163
+26% +$10.7K 0.02% 178
2024
Q2 		$37.8K Buy
635
+5
+0.8% +$303 0.02% 182
2024
Q1 		$38K Buy
630
+6
+1% +$348 0.02% 155
2023
Q4 		$36.3K Buy
+624
New +$34.8K 0.02% 164

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 $3.38T AUM 44.17% 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

Voisard Asset Management Group's CMS Position: Q4 2024 in Review

Voisard Asset Management Group sold out of CMS Energy (CMS) in Q4 2024, closing a stake of 798 shares — an estimated $56.4K sold.

Voisard Asset Management Group first reported a position in CMS in Q4 2023 and held it in 4 quarters. The position peaked at $56.4K in Q3 2024. 716 funds tracked by Wall St. Rank hold CMS as of Q4 2024.

  • Voisard Asset Management Group reported no remaining CMS Energy position as of Q4 2024 after selling out during the quarter.
  • Voisard Asset Management Group sold 798 CMS Energy shares in Q4 2024, an estimated $56.4K.
  • Voisard Asset Management Group first reported a position in CMS Energy in Q4 2023 and held it in 4 quarters.
  • Voisard Asset Management Group's CMS Energy position peaked at $56.4K in Q3 2024.
  • 716 funds tracked by Wall St. Rank held CMS Energy as of Q4 2024.

Based on Voisard Asset Management Group's 13F filing for Q4 2024, filed 7 Feb 2025.