AIA Group’s CMS Energy CMS Stock Holding History

AIA Group’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	-5,522	Closed	-$339K	–	359
2023 Q1	$339K	Sell	5,522 -997	-15%	-$61.3K	0.02%	268
2022 Q4	$413K	Buy	6,519 +4,004	+159%	+$237K	0.03%	247
2022 Q3	$146K	Sell	2,515 -1,549	-38%	-$104K	0.01%	332
2022 Q2	$274K	Buy	+4,064	New	+$281K	0.01%	322

Other funds holding CMS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AIA Group's CMS Position: Q2 2023 in Review

AIA Group sold out of CMS Energy (CMS) in Q2 2023, closing a stake of 5,522 shares — an estimated $339K sold.

AIA Group first reported a position in CMS in Q2 2022 and held it in 4 quarters. The position peaked at $413K in Q4 2022. 627 funds tracked by Wall St. Rank hold CMS as of Q2 2023.

AIA Group reported no remaining CMS Energy position as of Q2 2023 after selling out during the quarter.
AIA Group sold 5,522 CMS Energy shares in Q2 2023, an estimated $339K.
AIA Group first reported a position in CMS Energy in Q2 2022 and held it in 4 quarters.
AIA Group's CMS Energy position peaked at $413K in Q4 2022.
627 funds tracked by Wall St. Rank held CMS Energy as of Q2 2023.

Based on AIA Group's 13F filing for Q2 2023, filed 28 Jul 2023.