BFEC
CMS icon

Benjamin F. Edwards & Company’s CMS Energy CMS Stock Holding History

Benjamin F. Edwards & Company’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 		$646K Buy
10,847
+10,187
+1,543% +$617K 0.01% 630
2024
Q1 		$40K Sell
660
-125
-16% -$7.24K ﹤0.01% 1362
2023
Q4 		$46K Buy
785
+185
+31% +$10.3K ﹤0.01% 1273
2023
Q3 		$32K Hold
600
– – ﹤0.01% 1161
2023
Q2 		$35K Sell
600
-715
-54% -$43.1K ﹤0.01% 1161
2023
Q1 		$81K Buy
1,315
+51
+4% +$3.13K ﹤0.01% 965
2022
Q4 		$80K Sell
1,264
-129
-9% -$7.63K ﹤0.01% 956
2022
Q3 		$81K Buy
1,393
+75
+6% +$5.04K ﹤0.01% 923
2022
Q2 		$89K Buy
1,318
+1,061
+413% +$73.3K ﹤0.01% 894
2022
Q1 		$18K Hold
257
– – ﹤0.01% 1248
2021
Q4 		$17K Sell
257
-500
-66% -$30.7K ﹤0.01% 1273
2021
Q3 		$45K Hold
757
– – ﹤0.01% 1050
2021
Q2 		$45K Buy
757
+500
+195% +$31.1K ﹤0.01% 1049
2021
Q1 		$16K Hold
257
– – ﹤0.01% 1255
2020
Q4 		$16K Sell
257
-106
-29% -$6.63K ﹤0.01% 1182
2020
Q3 		$22K Hold
363
– – ﹤0.01% 1090
2020
Q2 		$21K Hold
363
– – ﹤0.01% 1099
2020
Q1 		$21K Hold
363
– – ﹤0.01% 1063
2019
Q4 		$23K Hold
363
– – ﹤0.01% 1189
2019
Q3 		$23K Sell
363
-114
-24% -$6.92K ﹤0.01% 1146
2019
Q2 		$28K Buy
477
+413
+645% +$23.2K ﹤0.01% 1081
2019
Q1 		$4K Buy
+64
New +$3.37K ﹤0.01% 1520
2015
Q2 		– Sell
-600
Closed -$21K – 1162
2015
Q1 		$21K Sell
600
-300
-33% -$10.7K ﹤0.01% 747
2014
Q4 		$31K Hold
900
– – 0.01% 592
2014
Q3 		$27K Hold
900
– – 0.01% 597
2014
Q2 		$28K Buy
+900
New +$26.8K 0.01% 554

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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Benjamin F. Edwards & Company's CMS Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its CMS Energy (CMS) stake by 1,543% in Q2 2024, buying an estimated $617K and bringing the position to 10,847 shares worth $646K. The position accounts for 0.01% of the portfolio, ranked #630.

Benjamin F. Edwards & Company first reported a position in CMS in Q2 2014 and has held it in 26 quarters since. 685 funds tracked by Wall St. Rank hold CMS as of Q2 2024.

  • Benjamin F. Edwards & Company held 10,847 shares of CMS Energy worth $646K as of Q2 2024.
  • Benjamin F. Edwards & Company bought 10,187 CMS Energy shares in Q2 2024, an estimated $617K.
  • CMS Energy made up 0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #630 holding.
  • Benjamin F. Edwards & Company first reported a position in CMS Energy in Q2 2014 and has held it in 26 quarters since.
  • 685 funds tracked by Wall St. Rank held CMS Energy as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.