EW
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Evoke Wealth’s CMS Energy CMS Stock Holding History

Evoke Wealth’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
-44
Closed -$3K – 515
2022
Q3 		$3K Hold
44
– – ﹤0.01% 957
2022
Q2 		$3K Hold
44
– – ﹤0.01% 970
2022
Q1 		$3K Hold
44
– – ﹤0.01% 985
2021
Q4 		$3K Buy
44
+7
+19% +$430 ﹤0.01% 979
2021
Q3 		$2K Hold
37
– – ﹤0.01% 992
2021
Q2 		$2K Sell
37
-3
-8% -$187 ﹤0.01% 1033
2021
Q1 		$2K Hold
40
– – ﹤0.01% 1012
2020
Q4 		$2K Hold
40
– – ﹤0.01% 876
2020
Q3 		$2K Hold
40
– – ﹤0.01% 831
2020
Q2 		$2K Sell
40
-11
-22% -$637 ﹤0.01% 846
2020
Q1 		$3.01K Sell
51
-138
-73% -$8.83K ﹤0.01% 722
2019
Q4 		$11.9K Buy
189
+15
+9% +$935 ﹤0.01% 703
2019
Q3 		$11.1K Buy
+174
New +$10.6K ﹤0.01% 795

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Evoke Wealth's CMS Position: Q4 2022 in Review

Evoke Wealth sold out of CMS Energy (CMS) in Q4 2022, closing a stake of 44 shares — an estimated $3K sold.

Evoke Wealth first reported a position in CMS in Q3 2019 and held it in 13 quarters. The position peaked at $11.9K in Q4 2019. 634 funds tracked by Wall St. Rank hold CMS as of Q4 2022.

  • Evoke Wealth reported no remaining CMS Energy position as of Q4 2022 after selling out during the quarter.
  • Evoke Wealth sold 44 CMS Energy shares in Q4 2022, an estimated $3K.
  • Evoke Wealth first reported a position in CMS Energy in Q3 2019 and held it in 13 quarters.
  • Evoke Wealth's CMS Energy position peaked at $11.9K in Q4 2019.
  • 634 funds tracked by Wall St. Rank held CMS Energy as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.