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Jackson Creek Investment Advisors’s CMS Energy CMS Stock Holding History

Jackson Creek 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
2022
Q2 		– Sell
-9,796
Closed -$685K – 311
2022
Q1 		$685K Buy
+9,796
New +$635K 0.25% 201

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Jackson Creek Investment Advisors's CMS Position: Q2 2022 in Review

Jackson Creek Investment Advisors sold out of CMS Energy (CMS) in Q2 2022, closing a stake of 9,796 shares — an estimated $685K sold.

Jackson Creek Investment Advisors first reported a position in CMS in Q1 2022 and held it in 1 quarter. The position peaked at $685K in Q1 2022. 626 funds tracked by Wall St. Rank hold CMS as of Q2 2022.

  • Jackson Creek Investment Advisors reported no remaining CMS Energy position as of Q2 2022 after selling out during the quarter.
  • Jackson Creek Investment Advisors sold 9,796 CMS Energy shares in Q2 2022, an estimated $685K.
  • Jackson Creek Investment Advisors first reported a position in CMS Energy in Q1 2022 and held it in 1 quarter.
  • Jackson Creek Investment Advisors's CMS Energy position peaked at $685K in Q1 2022.
  • 626 funds tracked by Wall St. Rank held CMS Energy as of Q2 2022.

Based on Jackson Creek Investment Advisors's 13F filing for Q2 2022, filed 4 Aug 2022.