BerganKDV Wealth Management’s CMS Energy CMS Stock Holding History

BerganKDV Wealth Management’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	$47K	Sell	800 -23	-3%	-$1.39K	﹤0.01%	383
2023 Q1	$50.5K	Hold	823	–	–	0.01%	392
2022 Q4	$52.1K	Buy	823 +775	+1,615%	+$45.8K	0.01%	374
2022 Q3	$3K	Sell	48 -21	-30%	-$1.41K	﹤0.01%	747
2022 Q2	$5K	Hold	69	–	–	﹤0.01%	692
2022 Q1	$5K	Hold	69	–	–	﹤0.01%	716
2021 Q4	$4K	Hold	69	–	–	﹤0.01%	801
2021 Q3	$4K	Hold	69	–	–	﹤0.01%	770
2021 Q2	$4K	Buy	69 +1	+1%	+$62	﹤0.01%	719
2021 Q1	$4K	Sell	68 -12	-15%	-$690	﹤0.01%	683
2020 Q4	$5K	Buy	80 +22	+38%	+$1.38K	﹤0.01%	651
2020 Q3	$4K	Sell	58 -78	-57%	-$4.78K	﹤0.01%	594
2020 Q2	$8K	Buy	136 +20	+17%	+$1.16K	﹤0.01%	563
2020 Q1	$7K	Buy	116 +12	+12%	+$768	﹤0.01%	528
2019 Q4	$7K	Buy	104 +81	+352%	+$5.05K	﹤0.01%	557
2019 Q3	$1K	Hold	23	–	–	﹤0.01%	653
2019 Q2	$1K	Hold	23	–	–	﹤0.01%	694
2019 Q1	$1K	Hold	23	–	–	﹤0.01%	685
2018 Q4	$1K	Buy	+23	New	+$1.16K	﹤0.01%	647

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

BerganKDV Wealth Management's CMS Position: Q2 2023 in Review

BerganKDV Wealth Management reduced its CMS Energy (CMS) stake by 2.8% in Q2 2023, selling an estimated $1.39K and leaving 800 shares worth $47K. The position accounts for ﹤0.01% of the portfolio, ranked #383.

BerganKDV Wealth Management first reported a position in CMS in Q4 2018 and has held it in 19 quarters since. The position peaked at $52.1K in Q4 2022. 627 funds tracked by Wall St. Rank hold CMS as of Q2 2023.

BerganKDV Wealth Management held 800 shares of CMS Energy worth $47K as of Q2 2023.
BerganKDV Wealth Management sold 23 CMS Energy shares in Q2 2023, an estimated $1.39K.
CMS Energy made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #383 holding.
BerganKDV Wealth Management first reported a position in CMS Energy in Q4 2018 and has held it in 19 quarters since.
BerganKDV Wealth Management's CMS Energy position peaked at $52.1K in Q4 2022.
627 funds tracked by Wall St. Rank held CMS Energy as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.