FourThought Financial’s CMS Energy CMS Stock Holding History

FourThought Financial’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 Q3	$147K	Sell	2,526 -1,978	-44%	-$133K	0.02%	353
2022 Q2	$304K	Sell	4,504 -126	-3%	-$8.7K	0.04%	263
2022 Q1	$324K	Sell	4,630 -111	-2%	-$7.2K	0.04%	264
2021 Q4	$308K	Sell	4,741 -416	-8%	-$25.5K	0.04%	268
2021 Q3	$308K	Buy	5,157 +217	+4%	+$13.5K	0.04%	275
2021 Q2	$291K	Buy	4,940 +45	+0.9%	+$2.8K	0.04%	293
2021 Q1	$299K	Buy	4,895 +301	+7%	+$17.3K	0.04%	286
2020 Q4	$280K	Buy	+4,594	New	+$287K	0.04%	284

Other funds holding CMS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

FourThought Financial's CMS Position: Q3 2022 in Review

FourThought Financial reduced its CMS Energy (CMS) stake by 44% in Q3 2022, selling an estimated $133K and leaving 2,526 shares worth $147K. The position accounts for 0.02% of the portfolio, ranked #353.

FourThought Financial first reported a position in CMS in Q4 2020 and has held it in 8 quarters since. The position peaked at $324K in Q1 2022. 628 funds tracked by Wall St. Rank hold CMS as of Q3 2022.

FourThought Financial held 2,526 shares of CMS Energy worth $147K as of Q3 2022.
FourThought Financial sold 1,978 CMS Energy shares in Q3 2022, an estimated $133K.
CMS Energy made up 0.02% of FourThought Financial's portfolio in Q3 2022, its #353 holding.
FourThought Financial first reported a position in CMS Energy in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's CMS Energy position peaked at $324K in Q1 2022.
628 funds tracked by Wall St. Rank held CMS Energy as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.