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Heritage Wealth Management (Arizona)’s CMS Energy CMS Stock Holding History

Heritage Wealth Management (Arizona)’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 		$3.04K Buy
+48
New +$2.84K ﹤0.01% 938
2021
Q2 		– Sell
-350
Closed -$21K – 902
2021
Q1 		$21K Buy
+350
New +$20.1K 0.01% 484

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s CMS Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) opened a new position in CMS Energy (CMS) in Q4 2022: 48 shares worth $3.04K. The stake represents ﹤0.01% of the portfolio and ranks #938 among its holdings. This is a return to the name: Heritage Wealth Management (Arizona) previously reported a position in CMS as recently as Q1 2021.

Heritage Wealth Management (Arizona) first reported a position in CMS in Q1 2021 and has held it in 2 quarters since. The position peaked at $21K in Q1 2021. 634 funds tracked by Wall St. Rank hold CMS as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 48 shares of CMS Energy worth $3.04K as of Q4 2022.
  • CMS Energy was a new Heritage Wealth Management (Arizona) position in Q4 2022.
  • CMS Energy made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #938 holding.
  • Heritage Wealth Management (Arizona) first reported a position in CMS Energy in Q1 2021 and has held it in 2 quarters since.
  • Heritage Wealth Management (Arizona)'s CMS Energy position peaked at $21K in Q1 2021.
  • 634 funds tracked by Wall St. Rank held CMS Energy as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.