CFCI
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Comprehensive Financial Consultants Institutional’s CMS Energy CMS Stock Holding History

Comprehensive Financial Consultants Institutional’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
-32
Closed -$2K – 202
2021
Q4 		$2K Buy
+32
New +$1.97K ﹤0.01% 421

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Comprehensive Financial Consultants Institutional's CMS Position: Q1 2022 in Review

Comprehensive Financial Consultants Institutional sold out of CMS Energy (CMS) in Q1 2022, closing a stake of 32 shares — an estimated $2K sold.

Comprehensive Financial Consultants Institutional first reported a position in CMS in Q4 2021 and held it in 1 quarter. The position peaked at $2K in Q4 2021. 636 funds tracked by Wall St. Rank hold CMS as of Q1 2022.

  • Comprehensive Financial Consultants Institutional reported no remaining CMS Energy position as of Q1 2022 after selling out during the quarter.
  • Comprehensive Financial Consultants Institutional sold 32 CMS Energy shares in Q1 2022, an estimated $2K.
  • Comprehensive Financial Consultants Institutional first reported a position in CMS Energy in Q4 2021 and held it in 1 quarter.
  • Comprehensive Financial Consultants Institutional's CMS Energy position peaked at $2K in Q4 2021.
  • 636 funds tracked by Wall St. Rank held CMS Energy as of Q1 2022.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q1 2022, filed 11 May 2022.