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

Jeppson 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
2020
Q4 		– Sell
-552
Closed -$34K – 191
2020
Q3 		$34K Buy
+552
New +$33.8K 0.03% 259

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Jeppson Wealth Management's CMS Position: Q4 2020 in Review

Jeppson Wealth Management sold out of CMS Energy (CMS) in Q4 2020, closing a stake of 552 shares — an estimated $34K sold.

Jeppson Wealth Management first reported a position in CMS in Q3 2020 and held it in 1 quarter. The position peaked at $34K in Q3 2020. 557 funds tracked by Wall St. Rank hold CMS as of Q4 2020.

  • Jeppson Wealth Management reported no remaining CMS Energy position as of Q4 2020 after selling out during the quarter.
  • Jeppson Wealth Management sold 552 CMS Energy shares in Q4 2020, an estimated $34K.
  • Jeppson Wealth Management first reported a position in CMS Energy in Q3 2020 and held it in 1 quarter.
  • Jeppson Wealth Management's CMS Energy position peaked at $34K in Q3 2020.
  • 557 funds tracked by Wall St. Rank held CMS Energy as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.