BG
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Benedetti & Gucer’s CMS Energy CMS Stock Holding History

Benedetti & Gucer’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
Q1 		$253K Sell
4,198
-166
-4% -$9.62K 0.13% 120
2023
Q4 		$253K Sell
4,364
-500
-10% -$27.9K 0.13% 116
2023
Q3 		$258K Sell
4,864
-200
-4% -$11.6K 0.14% 116
2023
Q2 		$298K Buy
5,064
+200
+4% +$12.1K 0.15% 112
2023
Q1 		$299K Buy
+4,864
New +$299K 0.17% 109

Other funds holding CMS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Benedetti & Gucer's CMS Position: Q1 2024 in Review

Benedetti & Gucer reduced its CMS Energy (CMS) stake by 3.8% in Q1 2024, selling an estimated $9.62K and leaving 4,198 shares worth $253K. The position accounts for 0.13% of the portfolio, ranked #120.

Benedetti & Gucer first reported a position in CMS in Q1 2023 and has held it in 5 quarters since. The position peaked at $299K in Q1 2023. 663 funds tracked by Wall St. Rank hold CMS as of Q1 2024.

  • Benedetti & Gucer held 4,198 shares of CMS Energy worth $253K as of Q1 2024.
  • Benedetti & Gucer sold 166 CMS Energy shares in Q1 2024, an estimated $9.62K.
  • CMS Energy made up 0.13% of Benedetti & Gucer's portfolio in Q1 2024, its #120 holding.
  • Benedetti & Gucer first reported a position in CMS Energy in Q1 2023 and has held it in 5 quarters since.
  • Benedetti & Gucer's CMS Energy position peaked at $299K in Q1 2023.
  • 663 funds tracked by Wall St. Rank held CMS Energy as of Q1 2024.

Based on Benedetti & Gucer's 13F filing for Q1 2024, filed 7 May 2024.