GoalVest Advisory’s CMS Energy CMS Stock Holding History

GoalVest Advisory’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 Q2	–	Sell	-1	Closed	–	–	348
2022 Q1	$0	Buy	+1	New	+$65	﹤0.01%	395

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

GoalVest Advisory's CMS Position: Q2 2022 in Review

GoalVest Advisory sold out of CMS Energy (CMS) in Q2 2022, closing a stake of 1 share.

GoalVest Advisory first reported a position in CMS in Q1 2022 and held it in 1 quarter. The position peaked at $0 in Q1 2022. 626 funds tracked by Wall St. Rank hold CMS as of Q2 2022.

GoalVest Advisory reported no remaining CMS Energy position as of Q2 2022 after selling out during the quarter.
GoalVest Advisory sold 1 CMS Energy share in Q2 2022.
GoalVest Advisory first reported a position in CMS Energy in Q1 2022 and held it in 1 quarter.
GoalVest Advisory's CMS Energy position peaked at $0 in Q1 2022.
626 funds tracked by Wall St. Rank held CMS Energy as of Q2 2022.

Based on GoalVest Advisory's 13F filing for Q2 2022, filed 6 Jul 2022.