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KCM Investment Advisors’s CMS Energy CMS Stock Holding History

KCM 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
2023
Q2 		– Sell
-3,334
Closed -$205K – 382
2023
Q1 		$205K Sell
3,334
-165
-5% -$10.1K 0.01% 393
2022
Q4 		$222K Hold
3,499
– – 0.01% 374
2022
Q3 		$204K Hold
3,499
– – 0.01% 366
2022
Q2 		$236K Hold
3,499
– – 0.01% 359
2022
Q1 		$245K Buy
+3,499
New +$227K 0.01% 376

Other funds holding CMS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

KCM Investment Advisors's CMS Position: Q2 2023 in Review

KCM Investment Advisors sold out of CMS Energy (CMS) in Q2 2023, closing a stake of 3,334 shares — an estimated $205K sold.

KCM Investment Advisors first reported a position in CMS in Q1 2022 and held it in 5 quarters. The position peaked at $245K in Q1 2022. 627 funds tracked by Wall St. Rank hold CMS as of Q2 2023.

  • KCM Investment Advisors reported no remaining CMS Energy position as of Q2 2023 after selling out during the quarter.
  • KCM Investment Advisors sold 3,334 CMS Energy shares in Q2 2023, an estimated $205K.
  • KCM Investment Advisors first reported a position in CMS Energy in Q1 2022 and held it in 5 quarters.
  • KCM Investment Advisors's CMS Energy position peaked at $245K in Q1 2022.
  • 627 funds tracked by Wall St. Rank held CMS Energy as of Q2 2023.

Based on KCM Investment Advisors's 13F filing for Q2 2023, filed 9 Aug 2023.