First National Bank of Mount Dora’s CMS Energy CMS Stock Holding History

First National Bank of Mount Dora’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	-4,028	Closed	-$235K	–	124
2022 Q3	$235K	Hold	4,028	–	–	0.08%	110
2022 Q2	$272K	Buy	+4,028	New	+$278K	0.09%	108

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 $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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 $865B AUM 30.76% 1-Year Est. Return

First National Bank of Mount Dora's CMS Position: Q4 2022 in Review

First National Bank of Mount Dora sold out of CMS Energy (CMS) in Q4 2022, closing a stake of 4,028 shares — an estimated $235K sold.

First National Bank of Mount Dora first reported a position in CMS in Q2 2022 and held it in 2 quarters. The position peaked at $272K in Q2 2022. 636 funds tracked by Wall St. Rank hold CMS as of Q4 2022.

First National Bank of Mount Dora reported no remaining CMS Energy position as of Q4 2022 after selling out during the quarter.
First National Bank of Mount Dora sold 4,028 CMS Energy shares in Q4 2022, an estimated $235K.
First National Bank of Mount Dora first reported a position in CMS Energy in Q2 2022 and held it in 2 quarters.
First National Bank of Mount Dora's CMS Energy position peaked at $272K in Q2 2022.
636 funds tracked by Wall St. Rank held CMS Energy as of Q4 2022.

Based on First National Bank of Mount Dora's 13F filing for Q4 2022, filed 5 Jan 2023.