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Fiduciary Alliance’s CMS Energy CMS Stock Holding History

Fiduciary Alliance’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
-1,195
Closed -$70.2K – 301
2023
Q2 		$70.2K Buy
+1,195
New +$72.1K 0.02% 267
2023
Q1 		– Sell
-12
Closed -$731 – 276
2022
Q4 		$731 Buy
+12
New +$709 ﹤0.01% 821

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 $3.38T AUM 44.17% 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

Fiduciary Alliance's CMS Position: Q3 2023 in Review

Fiduciary Alliance sold out of CMS Energy (CMS) in Q3 2023, closing a stake of 1,195 shares — an estimated $70.2K sold.

Fiduciary Alliance first reported a position in CMS in Q4 2022 and held it in 2 quarters. The position peaked at $70.2K in Q2 2023. 617 funds tracked by Wall St. Rank hold CMS as of Q3 2023.

  • Fiduciary Alliance reported no remaining CMS Energy position as of Q3 2023 after selling out during the quarter.
  • Fiduciary Alliance sold 1,195 CMS Energy shares in Q3 2023, an estimated $70.2K.
  • Fiduciary Alliance first reported a position in CMS Energy in Q4 2022 and held it in 2 quarters.
  • Fiduciary Alliance's CMS Energy position peaked at $70.2K in Q2 2023.
  • 617 funds tracked by Wall St. Rank held CMS Energy as of Q3 2023.

Based on Fiduciary Alliance's 13F filing for Q3 2023, filed 18 Oct 2023.