Kelly Financial Services’s CMS Energy CMS Stock Holding History

Kelly Financial Services’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
2022 Q1	–	Sell	-33	Closed	-$2.15K	–	682
2021 Q4	$2.15K	Hold	33	–	–	﹤0.01%	530
2021 Q3	$1.97K	Hold	33	–	–	﹤0.01%	512
2021 Q2	$1.95K	Hold	33	–	–	﹤0.01%	507
2021 Q1	$2.02K	Hold	33	–	–	﹤0.01%	499
2020 Q4	$2.01K	Hold	33	–	–	﹤0.01%	456
2020 Q3	$2.03K	Hold	33	–	–	﹤0.01%	433
2020 Q2	$1.93K	Hold	33	–	–	﹤0.01%	434
2020 Q1	$1.94K	Hold	33	–	–	﹤0.01%	392
2019 Q4	$2.07K	Hold	33	–	–	﹤0.01%	412
2019 Q3	$2.11K	Hold	33	–	–	﹤0.01%	393
2019 Q2	$1.91K	Hold	33	–	–	﹤0.01%	381
2019 Q1	$1.83K	Buy	+33	New	+$1.74K	﹤0.01%	382

Other funds holding CMS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Kelly Financial Services's CMS Position: Q1 2022 in Review

Kelly Financial Services sold out of CMS Energy (CMS) in Q1 2022, closing a stake of 33 shares — an estimated $2.15K sold.

Kelly Financial Services first reported a position in CMS in Q1 2019 and held it in 12 quarters. The position peaked at $2.15K in Q4 2021. 636 funds tracked by Wall St. Rank hold CMS as of Q1 2022.

Kelly Financial Services reported no remaining CMS Energy position as of Q1 2022 after selling out during the quarter.
Kelly Financial Services sold 33 CMS Energy shares in Q1 2022, an estimated $2.15K.
Kelly Financial Services first reported a position in CMS Energy in Q1 2019 and held it in 12 quarters.
Kelly Financial Services's CMS Energy position peaked at $2.15K in Q4 2021.
636 funds tracked by Wall St. Rank held CMS Energy as of Q1 2022.

Based on Kelly Financial Services's 13F filing for Q1 2022, filed 17 Jul 2024.