CWM
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Curi Wealth Management’s CMS Energy CMS Stock Holding History

Curi Wealth Management’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
Q3 		– Sell
-339
Closed -$23K – 289
2022
Q2 		$23K Buy
339
+310
+1,069% +$21.4K ﹤0.01% 291
2022
Q1 		$2K Hold
29
– – ﹤0.01% 448
2021
Q4 		$1K Buy
+29
New +$1.78K ﹤0.01% 438
2021
Q1 		– Sell
-29
Closed -$1K – 173
2020
Q4 		$1K Buy
+29
New +$1.81K ﹤0.01% 350

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 $3.38T AUM 44.17% 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
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
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Curi Wealth Management's CMS Position: Q3 2022 in Review

Curi Wealth Management sold out of CMS Energy (CMS) in Q3 2022, closing a stake of 339 shares — an estimated $23K sold.

Curi Wealth Management first reported a position in CMS in Q4 2020 and held it in 4 quarters. The position peaked at $23K in Q2 2022. 628 funds tracked by Wall St. Rank hold CMS as of Q3 2022.

  • Curi Wealth Management reported no remaining CMS Energy position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 339 CMS Energy shares in Q3 2022, an estimated $23K.
  • Curi Wealth Management first reported a position in CMS Energy in Q4 2020 and held it in 4 quarters.
  • Curi Wealth Management's CMS Energy position peaked at $23K in Q2 2022.
  • 628 funds tracked by Wall St. Rank held CMS Energy as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.