BFG
CMS icon

Berger Financial Group’s CMS Energy CMS Stock Holding History

Berger Financial Group’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
Q1 		– Sell
-75,325
Closed -$4.77M – 274
2022
Q4 		$4.77M Buy
75,325
+1,307
+2% +$77.3K 0.63% 49
2022
Q3 		$4.31M Buy
74,018
+1,620
+2% +$109K 0.63% 44
2022
Q2 		$4.89M Buy
72,398
+208
+0.3% +$14.4K 0.71% 39
2022
Q1 		$5.05M Buy
+72,190
New +$4.68M 0.64% 39

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 $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Berger Financial Group's CMS Position: Q1 2023 in Review

Berger Financial Group sold out of CMS Energy (CMS) in Q1 2023, closing a stake of 75,325 shares — an estimated $4.77M sold.

Berger Financial Group first reported a position in CMS in Q1 2022 and held it in 4 quarters. The position peaked at $5.05M in Q1 2022. 629 funds tracked by Wall St. Rank hold CMS as of Q1 2023.

  • Berger Financial Group reported no remaining CMS Energy position as of Q1 2023 after selling out during the quarter.
  • Berger Financial Group sold 75,325 CMS Energy shares in Q1 2023, an estimated $4.77M.
  • Berger Financial Group first reported a position in CMS Energy in Q1 2022 and held it in 4 quarters.
  • Berger Financial Group's CMS Energy position peaked at $5.05M in Q1 2022.
  • 629 funds tracked by Wall St. Rank held CMS Energy as of Q1 2023.

Based on Berger Financial Group's 13F filing for Q1 2023, filed 24 Apr 2023.