Arrow Financial’s CMS Energy CMS Stock Holding History

Arrow Financial’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
2024 Q2	–	Sell	-121	Closed	-$7.3K	–	337
2024 Q1	$7.3K	Hold	121	–	–	﹤0.01%	290
2023 Q4	$7.03K	Hold	121	–	–	﹤0.01%	292
2023 Q3	$6.43K	Hold	121	–	–	﹤0.01%	300
2023 Q2	$7.11K	Hold	121	–	–	﹤0.01%	279
2023 Q1	$7.43K	Hold	121	–	–	﹤0.01%	287
2022 Q4	$8K	Hold	121	–	–	﹤0.01%	290
2022 Q3	$7K	Hold	121	–	–	﹤0.01%	297
2022 Q2	$8K	Hold	121	–	–	﹤0.01%	302
2022 Q1	$8K	Hold	121	–	–	﹤0.01%	306
2021 Q4	$8K	Hold	121	–	–	﹤0.01%	294
2021 Q3	$7K	Hold	121	–	–	﹤0.01%	291
2021 Q2	$7K	Hold	121	–	–	﹤0.01%	296
2021 Q1	$7K	Hold	121	–	–	﹤0.01%	292
2020 Q4	$7K	Hold	121	–	–	﹤0.01%	283
2020 Q3	$7K	Hold	121	–	–	﹤0.01%	271
2020 Q2	$7K	Hold	121	–	–	﹤0.01%	281
2020 Q1	$7K	Hold	121	–	–	﹤0.01%	286
2019 Q4	$8K	Hold	121	–	–	﹤0.01%	282
2019 Q3	$8K	Hold	121	–	–	﹤0.01%	288
2019 Q2	$7K	Hold	121	–	–	﹤0.01%	304
2019 Q1	$7K	Hold	121	–	–	﹤0.01%	301
2018 Q4	$6K	Hold	121	–	–	﹤0.01%	315
2018 Q3	$6K	Buy	+121	New	+$5.9K	﹤0.01%	324
2016 Q1	–	Sell	-32	Closed	-$1K	–	386
2015 Q4	$1K	Buy	+32	New	+$1.14K	﹤0.01%	477
2014 Q4	–	Sell	-203	Closed	-$6K	–	354
2014 Q3	$6K	Buy	+203	New	+$6.06K	﹤0.01%	348

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Arrow Financial's CMS Position: Q2 2024 in Review

Arrow Financial sold out of CMS Energy (CMS) in Q2 2024, closing a stake of 121 shares — an estimated $7.3K sold.

Arrow Financial first reported a position in CMS in Q3 2014 and held it in 25 quarters. The position peaked at $8K in Q4 2022. 685 funds tracked by Wall St. Rank hold CMS as of Q2 2024.

Arrow Financial reported no remaining CMS Energy position as of Q2 2024 after selling out during the quarter.
Arrow Financial sold 121 CMS Energy shares in Q2 2024, an estimated $7.3K.
Arrow Financial first reported a position in CMS Energy in Q3 2014 and held it in 25 quarters.
Arrow Financial's CMS Energy position peaked at $8K in Q4 2022.
685 funds tracked by Wall St. Rank held CMS Energy as of Q2 2024.

Based on Arrow Financial's 13F filing for Q2 2024, filed 30 Jul 2024.