AM Squared’s CMS Energy CMS Stock Holding History

AM Squared’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	-3,200	Closed	-$196K	–	128
2023 Q1	$196K	Buy	+3,200	New	+$197K	0.15%	81

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 $3.37T AUM 44.26% 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

AM Squared's CMS Position: Q2 2023 in Review

AM Squared sold out of CMS Energy (CMS) in Q2 2023, closing a stake of 3,200 shares — an estimated $196K sold.

AM Squared first reported a position in CMS in Q1 2023 and held it in 1 quarter. The position peaked at $196K in Q1 2023. 627 funds tracked by Wall St. Rank hold CMS as of Q2 2023.

AM Squared reported no remaining CMS Energy position as of Q2 2023 after selling out during the quarter.
AM Squared sold 3,200 CMS Energy shares in Q2 2023, an estimated $196K.
AM Squared first reported a position in CMS Energy in Q1 2023 and held it in 1 quarter.
AM Squared's CMS Energy position peaked at $196K in Q1 2023.
627 funds tracked by Wall St. Rank held CMS Energy as of Q2 2023.

Based on AM Squared's 13F filing for Q2 2023, filed 31 Jul 2023.