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American Portfolios Advisors’s CMS Energy CMS Stock Holding History

American Portfolios Advisors’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 		$134K Sell
2,301
-272
-11% -$18.3K 0.01% 1192
2022
Q2 		$174K Sell
2,573
-77
-3% -$5.32K 0.01% 1115
2022
Q1 		$185K Buy
2,650
+73
+3% +$4.74K 0.01% 1187
2021
Q4 		$168K Buy
2,577
+173
+7% +$10.6K 0.01% 1246
2021
Q3 		$144K Buy
2,404
+670
+39% +$41.8K 0.01% 1292
2021
Q2 		$102K Buy
1,734
+650
+60% +$40.4K ﹤0.01% 1411
2021
Q1 		$66.4K Sell
1,084
-536
-33% -$30.8K ﹤0.01% 1484
2020
Q4 		$98.8K Sell
1,620
-662
-29% -$41.4K 0.01% 1163
2020
Q3 		$140K Buy
2,282
+147
+7% +$9K 0.01% 937
2020
Q2 		$125K Buy
2,135
+282
+15% +$16.3K 0.01% 927
2020
Q1 		$109K Buy
1,853
+663
+56% +$42.4K 0.01% 862
2019
Q4 		$74.8K Sell
1,190
-832
-41% -$51.9K 0.01% 1192
2019
Q3 		$129K Buy
2,022
+857
+74% +$52K 0.01% 874
2019
Q2 		$67.5K Hold
1,165
– – 0.01% 1145
2019
Q1 		$64.7K Buy
1,165
+1,022
+715% +$53.9K 0.01% 1084
2018
Q4 		$7.1K Buy
+143
New +$7.22K ﹤0.01% 1748
2018
Q2 		– Sell
-112
Closed -$5.07K – 2390
2018
Q1 		$5.07K Hold
112
– – ﹤0.01% 1875
2017
Q4 		$5.3K Buy
+112
New +$5.42K ﹤0.01% 1813

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 $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
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
Caisse de Depot et Placement du Quebec (CDPQ)
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

American Portfolios Advisors's CMS Position: Q3 2022 in Review

American Portfolios Advisors reduced its CMS Energy (CMS) stake by 11% in Q3 2022, selling an estimated $18.3K and leaving 2,301 shares worth $134K. The position accounts for 0.01% of the portfolio, ranked #1192.

American Portfolios Advisors first reported a position in CMS in Q4 2017 and has held it in 18 quarters since. The position peaked at $185K in Q1 2022. 628 funds tracked by Wall St. Rank hold CMS as of Q3 2022.

  • American Portfolios Advisors held 2,301 shares of CMS Energy worth $134K as of Q3 2022.
  • American Portfolios Advisors sold 272 CMS Energy shares in Q3 2022, an estimated $18.3K.
  • CMS Energy made up 0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1192 holding.
  • American Portfolios Advisors first reported a position in CMS Energy in Q4 2017 and has held it in 18 quarters since.
  • American Portfolios Advisors's CMS Energy position peaked at $185K in Q1 2022.
  • 628 funds tracked by Wall St. Rank held CMS Energy as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.