Jupiter Asset Management’s CMS Energy CMS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
-60,977
Closed -$3.55M 470
2022
Q3
$3.55M Buy
60,977
+15,399
+34% +$1.04M 0.05% 284
2022
Q2
$3.08M Buy
+45,578
New +$3.15M 0.04% 311

Other funds holding CMS

Jupiter Asset Management's CMS Position: Q4 2022 in Review

Jupiter Asset Management sold out of CMS Energy (CMS) in Q4 2022, closing a stake of 60,977 shares — an estimated $3.55M sold.

Jupiter Asset Management first reported a position in CMS in Q2 2022 and held it in 2 quarters. The position peaked at $3.55M in Q3 2022. 634 funds tracked by Wall St. Rank hold CMS as of Q4 2022.

  • Jupiter Asset Management reported no remaining CMS Energy position as of Q4 2022 after selling out during the quarter.
  • Jupiter Asset Management sold 60,977 CMS Energy shares in Q4 2022, an estimated $3.55M.
  • Jupiter Asset Management first reported a position in CMS Energy in Q2 2022 and held it in 2 quarters.
  • Jupiter Asset Management's CMS Energy position peaked at $3.55M in Q3 2022.
  • 634 funds tracked by Wall St. Rank held CMS Energy as of Q4 2022.

Based on Jupiter Asset Management's 13F filing for Q4 2022, filed 10 Feb 2023.