KFS
CMS icon

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 Sell
33
-1,917
-98% -$120K ﹤0.01% 512
2021
Q2 		$33K Buy
1,950
+1,917
+5,809% +$119K ﹤0.01% 501
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 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
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
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return