ABLA
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Alan B. Lancz & Associates’s CMS Energy CMS Stock Holding History

Alan B. Lancz & Associates’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
-2,336
Closed -$143K – 141
2023
Q1 		$143K Hold
2,336
– – 0.15% 157
2022
Q4 		$149K Hold
2,336
– – 0.15% 165
2022
Q3 		$136K Hold
2,336
– – 0.16% 153
2022
Q2 		$161K Buy
+2,336
New +$161K 0.16% 152

Other funds holding CMS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Alan B. Lancz & Associates's CMS Position: Q2 2023 in Review

Alan B. Lancz & Associates sold out of CMS Energy (CMS) in Q2 2023, closing a stake of 2,336 shares — an estimated $143K sold.

Alan B. Lancz & Associates first reported a position in CMS in Q2 2022 and held it in 4 quarters. The position peaked at $161K in Q2 2022. 627 funds tracked by Wall St. Rank hold CMS as of Q2 2023.

  • Alan B. Lancz & Associates reported no remaining CMS Energy position as of Q2 2023 after selling out during the quarter.
  • Alan B. Lancz & Associates sold 2,336 CMS Energy shares in Q2 2023, an estimated $143K.
  • Alan B. Lancz & Associates first reported a position in CMS Energy in Q2 2022 and held it in 4 quarters.
  • Alan B. Lancz & Associates's CMS Energy position peaked at $161K in Q2 2022.
  • 627 funds tracked by Wall St. Rank held CMS Energy as of Q2 2023.

Based on Alan B. Lancz & Associates's 13F filing for Q2 2023, filed 9 Aug 2023.