Kings Point Capital Management’s CMS Energy CMS Stock Holding History

Kings Point Capital Management’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 Q1	–	Sell	-202	Closed	-$12K	–	540
2020 Q4	$12K	Buy	202 +26	+15%	+$1.63K	﹤0.01%	480
2020 Q3	$11K	Hold	176	–	–	﹤0.01%	468
2020 Q2	$10K	Hold	176	–	–	﹤0.01%	435
2020 Q1	$10K	Hold	176	–	–	﹤0.01%	446
2019 Q4	$11K	Hold	176	–	–	﹤0.01%	475
2019 Q3	$11K	Hold	176	–	–	﹤0.01%	466
2019 Q2	$10K	Buy	+176	New	+$9.88K	﹤0.01%	425

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

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

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Kings Point Capital Management's CMS Position: Q1 2021 in Review

Kings Point Capital Management sold out of CMS Energy (CMS) in Q1 2021, closing a stake of 202 shares — an estimated $12K sold.

Kings Point Capital Management first reported a position in CMS in Q2 2019 and held it in 7 quarters. The position peaked at $12K in Q4 2020. 566 funds tracked by Wall St. Rank hold CMS as of Q1 2021.

Kings Point Capital Management reported no remaining CMS Energy position as of Q1 2021 after selling out during the quarter.
Kings Point Capital Management sold 202 CMS Energy shares in Q1 2021, an estimated $12K.
Kings Point Capital Management first reported a position in CMS Energy in Q2 2019 and held it in 7 quarters.
Kings Point Capital Management's CMS Energy position peaked at $12K in Q4 2020.
566 funds tracked by Wall St. Rank held CMS Energy as of Q1 2021.

Based on Kings Point Capital Management's 13F filing for Q1 2021, filed 14 May 2021.