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IndexIQ Advisors’s CMS Energy CMS Stock Holding History

IndexIQ 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
2022
Q1 		$6K Sell
92
-47,636
-100% -$3.09M ﹤0.01% 1244
2021
Q4 		$3.1M Buy
47,728
+1,205
+3% +$74K 0.1% 180
2021
Q3 		$2.78M Sell
46,523
-703
-1% -$43.9K 0.09% 197
2021
Q2 		$2.79M Sell
47,226
-1,056
-2% -$65.7K 0.09% 195
2021
Q1 		$2.96M Buy
+48,282
New +$2.77M 0.1% 170

Other funds holding CMS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

IndexIQ Advisors's CMS Position: Q1 2022 in Review

IndexIQ Advisors reduced its CMS Energy (CMS) stake by 100% in Q1 2022, selling an estimated $3.09M and leaving 92 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #1244.

IndexIQ Advisors first reported a position in CMS in Q1 2021 and has held it in 5 quarters since. The position peaked at $3.1M in Q4 2021. 636 funds tracked by Wall St. Rank hold CMS as of Q1 2022.

  • IndexIQ Advisors held 92 shares of CMS Energy worth $6K as of Q1 2022.
  • IndexIQ Advisors sold 47,636 CMS Energy shares in Q1 2022, an estimated $3.09M.
  • CMS Energy made up ﹤0.01% of IndexIQ Advisors's portfolio in Q1 2022, its #1244 holding.
  • IndexIQ Advisors first reported a position in CMS Energy in Q1 2021 and has held it in 5 quarters since.
  • IndexIQ Advisors's CMS Energy position peaked at $3.1M in Q4 2021.
  • 636 funds tracked by Wall St. Rank held CMS Energy as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.