JWM
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Janiczek Wealth Management’s CMS Energy CMS Stock Holding History

Janiczek Wealth Management’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
2024
Q2 		$417 Hold
7
– – ﹤0.01% 1009
2024
Q1 		$423 Buy
+7
New +$406 ﹤0.01% 1015
2023
Q1 		– Sell
-4
Closed -$257 – 1018
2022
Q4 		$257 Hold
4
– – ﹤0.01% 968
2022
Q3 		$0 Hold
4
– – ﹤0.01% 936
2022
Q2 		$0 Hold
4
– – ﹤0.01% 959
2022
Q1 		$0 Hold
4
– – ﹤0.01% 960
2021
Q4 		$0 Hold
4
– – ﹤0.01% 1017
2021
Q3 		$0 Buy
+4
New +$250 ﹤0.01% 970

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Janiczek Wealth Management's CMS Position: Q2 2024 in Review

Janiczek Wealth Management held its CMS Energy (CMS) position steady in Q2 2024 at 7 shares worth $417. The position accounts for ﹤0.01% of the portfolio, ranked #1009.

Janiczek Wealth Management first reported a position in CMS in Q3 2021 and has held it in 8 quarters since. The position peaked at $423 in Q1 2024. 684 funds tracked by Wall St. Rank hold CMS as of Q2 2024.

  • Janiczek Wealth Management held 7 shares of CMS Energy worth $417 as of Q2 2024.
  • Janiczek Wealth Management left its CMS Energy share count unchanged in Q2 2024.
  • CMS Energy made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #1009 holding.
  • Janiczek Wealth Management first reported a position in CMS Energy in Q3 2021 and has held it in 8 quarters since.
  • Janiczek Wealth Management's CMS Energy position peaked at $423 in Q1 2024.
  • 684 funds tracked by Wall St. Rank held CMS Energy as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.