CPC
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Consolidated Planning Corp’s CMS Energy CMS Stock Holding History

Consolidated Planning Corp’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
2021
Q4 		– Sell
-183
Closed -$11K – 135
2021
Q3 		$11K Buy
+183
New +$11.4K 0.01% 301

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T. Rowe Price Associates
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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
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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

Consolidated Planning Corp's CMS Position: Q4 2021 in Review

Consolidated Planning Corp sold out of CMS Energy (CMS) in Q4 2021, closing a stake of 183 shares — an estimated $11K sold.

Consolidated Planning Corp first reported a position in CMS in Q3 2021 and held it in 1 quarter. The position peaked at $11K in Q3 2021. 583 funds tracked by Wall St. Rank hold CMS as of Q4 2021.

  • Consolidated Planning Corp reported no remaining CMS Energy position as of Q4 2021 after selling out during the quarter.
  • Consolidated Planning Corp sold 183 CMS Energy shares in Q4 2021, an estimated $11K.
  • Consolidated Planning Corp first reported a position in CMS Energy in Q3 2021 and held it in 1 quarter.
  • Consolidated Planning Corp's CMS Energy position peaked at $11K in Q3 2021.
  • 583 funds tracked by Wall St. Rank held CMS Energy as of Q4 2021.

Based on Consolidated Planning Corp's 13F filing for Q4 2021, filed 11 Feb 2022.