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Cary Street Partners Investment Advisory’s CMS Energy CMS Stock Holding History

Cary Street Partners Investment Advisory’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
Q4 		– Sell
-333
Closed -$17.7K – 839
2023
Q3 		$17.7K Buy
333
+33
+11% +$1.91K ﹤0.01% 1155
2023
Q2 		$17.6K Sell
300
-977
-77% -$58.9K ﹤0.01% 1082
2023
Q1 		$78.4K Buy
1,277
+1,225
+2,356% +$75.3K 0.01% 644
2022
Q4 		$3.29K Buy
+52
New +$3.07K ﹤0.01% 1419

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Cary Street Partners Investment Advisory's CMS Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of CMS Energy (CMS) in Q4 2023, closing a stake of 333 shares — an estimated $17.7K sold.

Cary Street Partners Investment Advisory first reported a position in CMS in Q4 2022 and held it in 4 quarters. The position peaked at $78.4K in Q1 2023. 633 funds tracked by Wall St. Rank hold CMS as of Q4 2023.

  • Cary Street Partners Investment Advisory reported no remaining CMS Energy position as of Q4 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 333 CMS Energy shares in Q4 2023, an estimated $17.7K.
  • Cary Street Partners Investment Advisory first reported a position in CMS Energy in Q4 2022 and held it in 4 quarters.
  • Cary Street Partners Investment Advisory's CMS Energy position peaked at $78.4K in Q1 2023.
  • 633 funds tracked by Wall St. Rank held CMS Energy as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.