44 Wealth Management’s CMS Energy CMS Stock Holding History

44 Wealth 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
2022 Q2	–	Sell	-3,255	Closed	-$228K	–	170
2022 Q1	$228K	Sell	3,255 -152	-4%	-$9.86K	0.08%	158
2021 Q4	$222K	Buy	+3,407	New	+$209K	0.08%	172
2021 Q3	–	Sell	-94,313	Closed	-$5.57M	–	177
2021 Q2	$5.57M	Buy	+94,313	New	+$5.87M	2.14%	9
2021 Q1	–	Sell	-78,637	Closed	-$4.8M	–	161
2020 Q4	$4.8M	Buy	+78,637	New	+$4.91M	2.18%	8

Other funds holding CMS

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

44 Wealth Management's CMS Position: Q2 2022 in Review

44 Wealth Management sold out of CMS Energy (CMS) in Q2 2022, closing a stake of 3,255 shares — an estimated $228K sold.

44 Wealth Management first reported a position in CMS in Q4 2020 and held it in 4 quarters. The position peaked at $5.57M in Q2 2021. 626 funds tracked by Wall St. Rank hold CMS as of Q2 2022.

44 Wealth Management reported no remaining CMS Energy position as of Q2 2022 after selling out during the quarter.
44 Wealth Management sold 3,255 CMS Energy shares in Q2 2022, an estimated $228K.
44 Wealth Management first reported a position in CMS Energy in Q4 2020 and held it in 4 quarters.
44 Wealth Management's CMS Energy position peaked at $5.57M in Q2 2021.
626 funds tracked by Wall St. Rank held CMS Energy as of Q2 2022.

Based on 44 Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.