EFG
CMSD

Ethos Financial Group’s CMS Energy Corp 5.875% Junior Subordinated Notes due 2079 CMSD Stock Holding History

Ethos Financial Group’s Portfolio CMSD Stock Details CMSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-19,945
Closed -$494K – 294
2024
Q1 		$494K Hold
19,945
– – 0.09% 147
2023
Q4 		$498K Buy
+19,945
New +$467K 0.11% 140
2023
Q2 		– Sell
-19,945
Closed -$484K – 155
2023
Q1 		$484K Buy
+19,945
New +$485K 0.15% 85

Other funds holding CMSD

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
TAM
Tucker Asset Management Littleton, Colorado $343M AUM 17.55% 1-Year Est. Return