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Cetera Advisor Networks’s CMS Energy CMS Stock Holding History

Cetera Advisor Networks’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
Q1 		$1.13M Buy
18,662
+9,961
+114% +$577K 0.01% 1379
2023
Q4 		$505K Buy
8,701
+262
+3% +$14.6K ﹤0.01% 1868
2023
Q3 		$448K Buy
8,439
+1,324
+19% +$76.7K ﹤0.01% 1848
2023
Q2 		$418K Sell
7,115
-326
-4% -$19.7K ﹤0.01% 1850
2023
Q1 		$457K Sell
7,441
-734
-9% -$45.1K ﹤0.01% 1760
2022
Q4 		$518K Buy
8,175
+3,608
+79% +$213K ﹤0.01% 1621
2022
Q3 		$266K Sell
4,567
-963
-17% -$64.8K ﹤0.01% 1677
2022
Q2 		$373K Buy
5,530
+1,351
+32% +$93.3K ﹤0.01% 1481
2022
Q1 		$292K Buy
4,179
+555
+15% +$36K ﹤0.01% 1648
2021
Q4 		$236K Sell
3,624
-388
-10% -$23.8K ﹤0.01% 1766
2021
Q3 		$240K Buy
4,012
+60
+2% +$3.74K ﹤0.01% 1682
2021
Q2 		$233K Buy
3,952
+407
+11% +$25.3K ﹤0.01% 1673
2021
Q1 		$217K Buy
3,545
+196
+6% +$11.3K ﹤0.01% 1326
2020
Q4 		$204K Sell
3,349
-210
-6% -$13.1K ﹤0.01% 1247
2020
Q3 		$219K Hold
3,559
– – 0.01% 1096
2020
Q2 		$208K Hold
3,559
– – 0.01% 1103
2020
Q1 		$209K Buy
+3,559
New +$228K 0.01% 966

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
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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cetera Advisor Networks's CMS Position: Q1 2024 in Review

Cetera Advisor Networks increased its CMS Energy (CMS) stake by 114% in Q1 2024, buying an estimated $577K and bringing the position to 18,662 shares worth $1.13M. The position accounts for 0.01% of the portfolio, ranked #1379.

Cetera Advisor Networks first reported a position in CMS in Q1 2020 and has held it in 17 quarters since. 663 funds tracked by Wall St. Rank hold CMS as of Q1 2024.

  • Cetera Advisor Networks held 18,662 shares of CMS Energy worth $1.13M as of Q1 2024.
  • Cetera Advisor Networks bought 9,961 CMS Energy shares in Q1 2024, an estimated $577K.
  • CMS Energy made up 0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1379 holding.
  • Cetera Advisor Networks first reported a position in CMS Energy in Q1 2020 and has held it in 17 quarters since.
  • 663 funds tracked by Wall St. Rank held CMS Energy as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.