ACM
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Acrisure Capital Management’s CMS Energy CMS Stock Holding History

Acrisure Capital 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
2023
Q2 		– Sell
-6,310
Closed -$387K – 56
2023
Q1 		$387K Buy
6,310
+1,318
+26% +$81K 0.39% 84
2022
Q4 		$316K Buy
+4,992
New +$295K 0.35% 107

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Acrisure Capital Management's CMS Position: Q2 2023 in Review

Acrisure Capital Management sold out of CMS Energy (CMS) in Q2 2023, closing a stake of 6,310 shares — an estimated $387K sold.

Acrisure Capital Management first reported a position in CMS in Q4 2022 and held it in 2 quarters. The position peaked at $387K in Q1 2023. 628 funds tracked by Wall St. Rank hold CMS as of Q2 2023.

  • Acrisure Capital Management reported no remaining CMS Energy position as of Q2 2023 after selling out during the quarter.
  • Acrisure Capital Management sold 6,310 CMS Energy shares in Q2 2023, an estimated $387K.
  • Acrisure Capital Management first reported a position in CMS Energy in Q4 2022 and held it in 2 quarters.
  • Acrisure Capital Management's CMS Energy position peaked at $387K in Q1 2023.
  • 628 funds tracked by Wall St. Rank held CMS Energy as of Q2 2023.

Based on Acrisure Capital Management's 13F filing for Q2 2023.