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
2023 Q4	–	Sell	-100	Closed	-$1K	–	3692
2023 Q3	$1K	Buy	+100	New	+$5.79K	﹤0.01%	3446
2021 Q3	–	Sell	-1,100	Closed	-$5K	–	5773
2021 Q2	$5K	Buy	1,100 +900	+450%	+$56K	﹤0.01%	4408
2021 Q1	$1K	Buy	+200	New	+$11.5K	﹤0.01%	5161

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 $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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. 629 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.
629 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.