FinTrust Capital Advisors’s CMS Energy CMS Stock Holding History

FinTrust Capital Advisors’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
2024 Q3	$20.2K	Hold	286	–	–	﹤0.01%	805
2024 Q2	$17K	Buy	286 +57	+25%	+$3.45K	﹤0.01%	801
2024 Q1	$13.8K	Hold	229	–	–	﹤0.01%	798
2023 Q4	$13.3K	Buy	229 +182	+387%	+$10.2K	﹤0.01%	782
2023 Q3	$2.5K	Hold	47	–	–	﹤0.01%	987
2023 Q2	$2.98K	Hold	47	–	–	﹤0.01%	951
2023 Q1	$2.98K	Hold	47	–	–	﹤0.01%	944
2022 Q4	$2.98K	Sell	47 -257	-85%	-$15.2K	﹤0.01%	942
2022 Q3	$17K	Hold	304	–	–	﹤0.01%	753
2022 Q2	$20K	Hold	304	–	–	0.01%	732
2022 Q1	$21K	Buy	+304	New	+$19.7K	﹤0.01%	752
2019 Q2	–	Sell	-60	Closed	-$3K	–	1088
2019 Q1	$3K	Hold	60	–	–	﹤0.01%	1025
2018 Q4	$3K	Buy	+60	New	+$3.03K	﹤0.01%	1034

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

FinTrust Capital Advisors's CMS Position: Q3 2024 in Review

FinTrust Capital Advisors held its CMS Energy (CMS) position steady in Q3 2024 at 286 shares worth $20.2K. The position accounts for ﹤0.01% of the portfolio, ranked #805.

FinTrust Capital Advisors first reported a position in CMS in Q4 2018 and has held it in 13 quarters since. The position peaked at $21K in Q1 2022. 708 funds tracked by Wall St. Rank hold CMS as of Q3 2024.

FinTrust Capital Advisors held 286 shares of CMS Energy worth $20.2K as of Q3 2024.
FinTrust Capital Advisors left its CMS Energy share count unchanged in Q3 2024.
CMS Energy made up ﹤0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #805 holding.
FinTrust Capital Advisors first reported a position in CMS Energy in Q4 2018 and has held it in 13 quarters since.
FinTrust Capital Advisors's CMS Energy position peaked at $21K in Q1 2022.
708 funds tracked by Wall St. Rank held CMS Energy as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.