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Joseph P. Lucia & Associates’s CMS Energy CMS Stock Holding History

Joseph P. Lucia & Associates’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
2021
Q4 		– Sell
-34
Closed -$2K – 205
2021
Q3 		$2K Hold
34
– – ﹤0.01% 506
2021
Q2 		$2K Hold
34
– – ﹤0.01% 503
2021
Q1 		$2K Buy
+34
New +$1.95K ﹤0.01% 482

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
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 Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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

Joseph P. Lucia & Associates's CMS Position: Q4 2021 in Review

Joseph P. Lucia & Associates sold out of CMS Energy (CMS) in Q4 2021, closing a stake of 34 shares — an estimated $2K sold.

Joseph P. Lucia & Associates first reported a position in CMS in Q1 2021 and held it in 3 quarters. The position peaked at $2K in Q3 2021. 583 funds tracked by Wall St. Rank hold CMS as of Q4 2021.

  • Joseph P. Lucia & Associates reported no remaining CMS Energy position as of Q4 2021 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 34 CMS Energy shares in Q4 2021, an estimated $2K.
  • Joseph P. Lucia & Associates first reported a position in CMS Energy in Q1 2021 and held it in 3 quarters.
  • Joseph P. Lucia & Associates's CMS Energy position peaked at $2K in Q3 2021.
  • 583 funds tracked by Wall St. Rank held CMS Energy as of Q4 2021.

Based on Joseph P. Lucia & Associates's 13F filing for Q4 2021, filed 4 Feb 2022.