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Disciplined Investments’s CMS Energy CMS Stock Holding History

Disciplined Investments’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
Q3 		– Sell
-18
Closed -$1.06K – 387
2023
Q2 		$1.06K Buy
18
+2
+13% +$121 ﹤0.01% 942
2023
Q1 		$982 Sell
16
-3
-16% -$184 ﹤0.01% 966
2022
Q4 		$1.2K Sell
19
-1
-5% -$59 ﹤0.01% 822
2022
Q3 		$1K Buy
20
+1
+5% +$67 ﹤0.01% 837
2022
Q2 		$1K Buy
19
+3
+19% +$207 ﹤0.01% 847
2022
Q1 		$1K Buy
+16
New +$1.04K ﹤0.01% 905

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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Disciplined Investments's CMS Position: Q3 2023 in Review

Disciplined Investments sold out of CMS Energy (CMS) in Q3 2023, closing a stake of 18 shares — an estimated $1.06K sold.

Disciplined Investments first reported a position in CMS in Q1 2022 and held it in 6 quarters. The position peaked at $1.2K in Q4 2022. 617 funds tracked by Wall St. Rank hold CMS as of Q3 2023.

  • Disciplined Investments reported no remaining CMS Energy position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 18 CMS Energy shares in Q3 2023, an estimated $1.06K.
  • Disciplined Investments first reported a position in CMS Energy in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's CMS Energy position peaked at $1.2K in Q4 2022.
  • 617 funds tracked by Wall St. Rank held CMS Energy as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.