Cypress Capital Management (Delaware)’s CMS Energy CMS Stock Holding History

Cypress Capital Management (Delaware)’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 Q4	–	Sell	-4,760	Closed	-$277K	–	35
2022 Q3	$277K	Hold	4,760	–	–	0.05%	168
2022 Q2	$321K	Hold	4,760	–	–	0.05%	161
2022 Q1	$333K	Hold	4,760	–	–	0.04%	169
2021 Q4	$310K	Buy	+4,760	New	+$292K	0.04%	182
2016 Q2	–	Sell	-6,600	Closed	-$280K	–	66
2016 Q1	$280K	Sell	6,600 -1,000	-13%	-$39.2K	0.1%	52
2015 Q4	$274K	Sell	7,600 -1,500	-16%	-$53.5K	0.08%	59
2015 Q3	$321K	Buy	9,100 +600	+7%	+$20.2K	0.1%	55
2015 Q2	$271K	Sell	8,500 -4,225	-33%	-$142K	0.08%	59
2015 Q1	$444K	Sell	12,725 -750	-6%	-$26.6K	0.13%	51
2014 Q4	$468K	Buy	+13,475	New	+$440K	0.14%	51

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

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

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

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

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

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Cypress Capital Management (Delaware)'s CMS Position: Q4 2022 in Review

Cypress Capital Management (Delaware) sold out of CMS Energy (CMS) in Q4 2022, closing a stake of 4,760 shares — an estimated $277K sold.

Cypress Capital Management (Delaware) first reported a position in CMS in Q4 2014 and held it in 10 quarters. The position peaked at $468K in Q4 2014. 634 funds tracked by Wall St. Rank hold CMS as of Q4 2022.

Cypress Capital Management (Delaware) reported no remaining CMS Energy position as of Q4 2022 after selling out during the quarter.
Cypress Capital Management (Delaware) sold 4,760 CMS Energy shares in Q4 2022, an estimated $277K.
Cypress Capital Management (Delaware) first reported a position in CMS Energy in Q4 2014 and held it in 10 quarters.
Cypress Capital Management (Delaware)'s CMS Energy position peaked at $468K in Q4 2014.
634 funds tracked by Wall St. Rank held CMS Energy as of Q4 2022.

Based on Cypress Capital Management (Delaware)'s 13F filing for Q4 2022.