Number of Shares
1.23 Mil
Current Holdings Value*
$90.70 Mil
% of Portfolio
0.94%
Total Estimate Gain
$1.17 Mil
% of Total Estimate Gain
1.32%

Invesco Diversified Dividend Fund's CMS Energy Corp Holding Summary

As of 2025-04-30, AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) held 1.23 Mil shares of CMS Energy Corp(CMS), totaling $90.70 Mil. This investment constitutes 0.94% of their stock portfolio, and AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) now holds 0.41% of the outstanding CMS Energy Corp(CMS) stock.

The initial trade took place in 2025Q2. And since then Invesco Diversified Dividend Fund has made 1 purchases of CMS, at an average price of $71.94, for a total of 1.23 Mil shares. Based on historical transaction data and CMS's current price of $72.89, Invesco Diversified Dividend Fund's estimated gain on his CMS holdings is $1.17 Mil, reflecting a 1.32% gain to date.

Invesco Diversified Dividend Fund CMS ($72.89) Holding Chart

Invesco Diversified Dividend Fund CMS ($72.89) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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