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Cetera Advisors’s CMS Energy CMS Stock Holding History

Cetera Advisors’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
Q1 		– Sell
-3,416
Closed -$222K – 1431
2021
Q4 		$222K Sell
3,416
-519
-13% -$31.9K ﹤0.01% 1264
2021
Q3 		$235K Buy
3,935
+309
+9% +$19.3K ﹤0.01% 1233
2021
Q2 		$214K Sell
3,626
-107
-3% -$6.65K 0.01% 1203
2021
Q1 		$229K Buy
+3,733
New +$215K 0.01% 1084
2020
Q1 		– Sell
-4,211
Closed -$266K – 830
2019
Q4 		$266K Buy
4,211
+204
+5% +$12.7K 0.01% 759
2019
Q3 		$256K Buy
+4,007
New +$243K 0.01% 740
2015
Q2 		– Sell
-7,769
Closed -$271K – 716
2015
Q1 		$271K Buy
+7,769
New +$276K 0.03% 532

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Cetera Advisors's CMS Position: Q1 2022 in Review

Cetera Advisors sold out of CMS Energy (CMS) in Q1 2022, closing a stake of 3,416 shares — an estimated $222K sold.

Cetera Advisors first reported a position in CMS in Q1 2015 and held it in 7 quarters. The position peaked at $271K in Q1 2015. 636 funds tracked by Wall St. Rank hold CMS as of Q1 2022.

  • Cetera Advisors reported no remaining CMS Energy position as of Q1 2022 after selling out during the quarter.
  • Cetera Advisors sold 3,416 CMS Energy shares in Q1 2022, an estimated $222K.
  • Cetera Advisors first reported a position in CMS Energy in Q1 2015 and held it in 7 quarters.
  • Cetera Advisors's CMS Energy position peaked at $271K in Q1 2015.
  • 636 funds tracked by Wall St. Rank held CMS Energy as of Q1 2022.

Based on Cetera Advisors's 13F filing for Q1 2022, filed 12 May 2022.