EdgeRock Capital’s CMS Energy CMS Stock Holding History

EdgeRock Capital’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	-62	Closed	-$4K	–	113
2022 Q3	$4K	Buy	+62	New	+$4.17K	﹤0.01%	253

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

EdgeRock Capital's CMS Position: Q4 2022 in Review

EdgeRock Capital sold out of CMS Energy (CMS) in Q4 2022, closing a stake of 62 shares — an estimated $4K sold.

EdgeRock Capital first reported a position in CMS in Q3 2022 and held it in 1 quarter. The position peaked at $4K in Q3 2022. 634 funds tracked by Wall St. Rank hold CMS as of Q4 2022.

EdgeRock Capital reported no remaining CMS Energy position as of Q4 2022 after selling out during the quarter.
EdgeRock Capital sold 62 CMS Energy shares in Q4 2022, an estimated $4K.
EdgeRock Capital first reported a position in CMS Energy in Q3 2022 and held it in 1 quarter.
EdgeRock Capital's CMS Energy position peaked at $4K in Q3 2022.
634 funds tracked by Wall St. Rank held CMS Energy as of Q4 2022.

Based on EdgeRock Capital's 13F filing for Q4 2022, filed 14 Feb 2023.