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Csenge Advisory Group’s CMS Energy CMS Stock Holding History

Csenge Advisory Group’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
Q2 		– Sell
-3,478
Closed -$213K – 667
2023
Q1 		$213K Buy
+3,478
New +$214K 0.02% 542
2018
Q4 		– Sell
-30
Closed -$1K – 434
2018
Q3 		$1K Buy
+30
New +$1.46K ﹤0.01% 842

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Csenge Advisory Group's CMS Position: Q2 2023 in Review

Csenge Advisory Group sold out of CMS Energy (CMS) in Q2 2023, closing a stake of 3,478 shares — an estimated $213K sold.

Csenge Advisory Group first reported a position in CMS in Q3 2018 and held it in 2 quarters. The position peaked at $213K in Q1 2023. 627 funds tracked by Wall St. Rank hold CMS as of Q2 2023.

  • Csenge Advisory Group reported no remaining CMS Energy position as of Q2 2023 after selling out during the quarter.
  • Csenge Advisory Group sold 3,478 CMS Energy shares in Q2 2023, an estimated $213K.
  • Csenge Advisory Group first reported a position in CMS Energy in Q3 2018 and held it in 2 quarters.
  • Csenge Advisory Group's CMS Energy position peaked at $213K in Q1 2023.
  • 627 funds tracked by Wall St. Rank held CMS Energy as of Q2 2023.

Based on Csenge Advisory Group's 13F filing for Q2 2023, filed 20 Jul 2023.