BIP
CMS icon

Blueprint Investment Partners’s CMS Energy CMS Stock Holding History

Blueprint Investment Partners’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
2022
Q2 		– Sell
-4,112
Closed -$288K – 158
2022
Q1 		$288K Buy
4,112
+304
+8% +$19.7K 0.07% 140
2021
Q4 		$248K Buy
3,808
+1,876
+97% +$115K 0.06% 170
2021
Q3 		$115K Buy
+1,932
New +$121K 0.06% 174

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Blueprint Investment Partners's CMS Position: Q2 2022 in Review

Blueprint Investment Partners sold out of CMS Energy (CMS) in Q2 2022, closing a stake of 4,112 shares — an estimated $288K sold.

Blueprint Investment Partners first reported a position in CMS in Q3 2021 and held it in 3 quarters. The position peaked at $288K in Q1 2022. 626 funds tracked by Wall St. Rank hold CMS as of Q2 2022.

  • Blueprint Investment Partners reported no remaining CMS Energy position as of Q2 2022 after selling out during the quarter.
  • Blueprint Investment Partners sold 4,112 CMS Energy shares in Q2 2022, an estimated $288K.
  • Blueprint Investment Partners first reported a position in CMS Energy in Q3 2021 and held it in 3 quarters.
  • Blueprint Investment Partners's CMS Energy position peaked at $288K in Q1 2022.
  • 626 funds tracked by Wall St. Rank held CMS Energy as of Q2 2022.

Based on Blueprint Investment Partners's 13F filing for Q2 2022, filed 9 Aug 2022.