ACG Wealth’s CMS Energy CMS Stock Holding History

ACG Wealth’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 Q3	–	Sell	-1	Closed	–	–	371
2022 Q2	$0	Buy	+1	New	+$69	﹤0.01%	934

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

ACG Wealth's CMS Position: Q3 2022 in Review

ACG Wealth sold out of CMS Energy (CMS) in Q3 2022, closing a stake of 1 share.

ACG Wealth first reported a position in CMS in Q2 2022 and held it in 1 quarter. The position peaked at $0 in Q2 2022. 627 funds tracked by Wall St. Rank hold CMS as of Q3 2022.

ACG Wealth reported no remaining CMS Energy position as of Q3 2022 after selling out during the quarter.
ACG Wealth sold 1 CMS Energy share in Q3 2022.
ACG Wealth first reported a position in CMS Energy in Q2 2022 and held it in 1 quarter.
ACG Wealth's CMS Energy position peaked at $0 in Q2 2022.
627 funds tracked by Wall St. Rank held CMS Energy as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.