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WR Wealth Planners’s CMS Energy CMS Stock Holding History

WR Wealth Planners’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
-35
Closed -$2.47K – 1122
2024
Q3 		$2.47K Hold
35
– – ﹤0.01% 866
2024
Q2 		$2.08K Hold
35
– – ﹤0.01% 881
2024
Q1 		$2.11K Buy
+35
New +$2.03K ﹤0.01% 872
2023
Q4 		– Sell
-35
Closed -$1.86K – 304
2023
Q3 		$1.86K Hold
35
– – ﹤0.01% 782
2023
Q2 		$2.06K Hold
35
– – ﹤0.01% 770
2023
Q1 		$2.15K Hold
35
– – ﹤0.01% 765
2022
Q4 		$2.22K Hold
35
– – ﹤0.01% 387
2022
Q3 		$2.04K Hold
35
– – ﹤0.01% 388
2022
Q2 		$2.36K Hold
35
– – ﹤0.01% 406
2022
Q1 		$2.45K Buy
+35
New +$2.27K ﹤0.01% 414

Other funds holding CMS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

WR Wealth Planners's CMS Position: Q4 2024 in Review

WR Wealth Planners sold out of CMS Energy (CMS) in Q4 2024, closing a stake of 35 shares — an estimated $2.47K sold.

WR Wealth Planners first reported a position in CMS in Q1 2022 and held it in 10 quarters. The position peaked at $2.47K in Q3 2024. 715 funds tracked by Wall St. Rank hold CMS as of Q4 2024.

  • WR Wealth Planners reported no remaining CMS Energy position as of Q4 2024 after selling out during the quarter.
  • WR Wealth Planners sold 35 CMS Energy shares in Q4 2024, an estimated $2.47K.
  • WR Wealth Planners first reported a position in CMS Energy in Q1 2022 and held it in 10 quarters.
  • WR Wealth Planners's CMS Energy position peaked at $2.47K in Q3 2024.
  • 715 funds tracked by Wall St. Rank held CMS Energy as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.