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Hudson Valley Investment Advisors’s CMS Energy CMS Stock Holding History

Hudson Valley Investment 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
2023
Q1 		– Sell
-7,184
Closed -$455K – 215
2022
Q4 		$455K Hold
7,184
– – 0.07% 148
2022
Q3 		$418K Sell
7,184
-314
-4% -$21.1K 0.07% 155
2022
Q2 		$506K Buy
7,498
+485
+7% +$33.5K 0.08% 139
2022
Q1 		$490K Sell
7,013
-1,913
-21% -$124K 0.07% 144
2021
Q4 		$581K Buy
8,926
+1,861
+26% +$114K 0.09% 120
2021
Q3 		$422K Buy
+7,065
New +$441K 0.07% 131

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Hudson Valley Investment Advisors's CMS Position: Q1 2023 in Review

Hudson Valley Investment Advisors sold out of CMS Energy (CMS) in Q1 2023, closing a stake of 7,184 shares — an estimated $455K sold.

Hudson Valley Investment Advisors first reported a position in CMS in Q3 2021 and held it in 6 quarters. The position peaked at $581K in Q4 2021. 629 funds tracked by Wall St. Rank hold CMS as of Q1 2023.

  • Hudson Valley Investment Advisors reported no remaining CMS Energy position as of Q1 2023 after selling out during the quarter.
  • Hudson Valley Investment Advisors sold 7,184 CMS Energy shares in Q1 2023, an estimated $455K.
  • Hudson Valley Investment Advisors first reported a position in CMS Energy in Q3 2021 and held it in 6 quarters.
  • Hudson Valley Investment Advisors's CMS Energy position peaked at $581K in Q4 2021.
  • 629 funds tracked by Wall St. Rank held CMS Energy as of Q1 2023.

Based on Hudson Valley Investment Advisors's 13F filing for Q1 2023, filed 6 Apr 2023.