Concord Wealth Partners’s CMS Energy CMS Stock Holding History

Concord Wealth 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
2023 Q4	–	Sell	-62	Closed	-$3.29K	–	854
2023 Q3	$3.29K	Hold	62	–	–	﹤0.01%	787
2023 Q2	$3.64K	Hold	62	–	–	﹤0.01%	768
2023 Q1	$3.81K	Hold	62	–	–	﹤0.01%	715
2022 Q4	$3.93K	Buy	+62	New	+$3.67K	﹤0.01%	816
2022 Q3	–	Sell	-139	Closed	-$9K	–	330
2022 Q2	$9K	Sell	139 -45	-24%	-$3.11K	﹤0.01%	697
2022 Q1	$13K	Buy	184 +10	+6%	+$649	﹤0.01%	711
2021 Q4	$11K	Buy	174 +112	+181%	+$6.88K	﹤0.01%	756
2021 Q3	$4K	Hold	62	–	–	﹤0.01%	620
2021 Q2	$4K	Hold	62	–	–	﹤0.01%	758
2021 Q1	$4K	Buy	+62	New	+$3.56K	﹤0.01%	701

Other funds holding CMS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Concord Wealth Partners's CMS Position: Q4 2023 in Review

Concord Wealth Partners sold out of CMS Energy (CMS) in Q4 2023, closing a stake of 62 shares — an estimated $3.29K sold.

Concord Wealth Partners first reported a position in CMS in Q1 2021 and held it in 10 quarters. The position peaked at $13K in Q1 2022. 633 funds tracked by Wall St. Rank hold CMS as of Q4 2023.

Concord Wealth Partners reported no remaining CMS Energy position as of Q4 2023 after selling out during the quarter.
Concord Wealth Partners sold 62 CMS Energy shares in Q4 2023, an estimated $3.29K.
Concord Wealth Partners first reported a position in CMS Energy in Q1 2021 and held it in 10 quarters.
Concord Wealth Partners's CMS Energy position peaked at $13K in Q1 2022.
633 funds tracked by Wall St. Rank held CMS Energy as of Q4 2023.

Based on Concord Wealth Partners's 13F filing for Q4 2023, filed 6 Feb 2024.