Cutler Group’s CMS Energy CMS Stock Holding History

Cutler 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
2024 Q1	–	Sell	-1,800	Closed	-$2K	–	2453
2023 Q4	$2K	Buy	+1,800	New	+$101K	﹤0.01%	3066
2022 Q3	–	Sell	-4,100	Closed	-$11K	–	4976
2022 Q2	$11K	Sell	4,100 -2,100	-34%	-$145K	﹤0.01%	3110
2022 Q1	$31K	Buy	+6,200	New	+$402K	﹤0.01%	2662
2021 Q2	–	Sell	-300	Closed	-$1K	–	5750
2021 Q1	$1K	Buy	+300	New	+$17.2K	﹤0.01%	5160
2020 Q2	–	Sell	-2,400	Closed	-$1K	–	4429
2020 Q1	$1K	Sell	2,400 -2,400	-50%	-$154K	﹤0.01%	3662
2019 Q4	$2K	Buy	+4,800	New	+$299K	﹤0.01%	3408
2019 Q3	–	Sell	-2,500	Closed	-$2K	–	4139
2019 Q2	$2K	Buy	+2,500	New	+$140K	﹤0.01%	3525
2018 Q1	–	Sell	-1,100	Closed	-$2K	–	4539
2017 Q4	$2K	Hold	1,100	–	–	﹤0.01%	4109
2017 Q3	$2K	Buy	+1,100	New	+$51.9K	﹤0.01%	5035
2016 Q2	–	Sell	-24,800	Closed	-$59K	–	6688
2016 Q1	$59K	Buy	+24,800	New	+$971K	﹤0.01%	2146

Other funds holding CMS

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cutler Group's CMS Position: Q1 2023 in Review

Cutler Group sold out of CMS Energy (CMS) in Q1 2023, closing a stake of 664 shares — an estimated $42K sold.

Cutler Group first reported a position in CMS in Q1 2016 and held it in 16 quarters. The position peaked at $191K in Q2 2016. 628 funds tracked by Wall St. Rank hold CMS as of Q1 2023.

Cutler Group reported no remaining CMS Energy position as of Q1 2023 after selling out during the quarter.
Cutler Group sold 664 CMS Energy shares in Q1 2023, an estimated $42K.
Cutler Group first reported a position in CMS Energy in Q1 2016 and held it in 16 quarters.
Cutler Group's CMS Energy position peaked at $191K in Q2 2016.
628 funds tracked by Wall St. Rank held CMS Energy as of Q1 2023.

Based on Cutler Group's 13F filing for Q1 2023, filed 1 May 2023.