Kistler-Tiffany Companies’s CMS Energy CMS Stock Holding History

Kistler-Tiffany Companies’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	$43.4K	Hold	738	–	–	0.01%	509
2023 Q1	$45.3K	Hold	738	–	–	0.01%	446
2022 Q4	$46.7K	Hold	738	–	–	0.01%	428
2022 Q3	$43K	Hold	738	–	–	0.01%	396
2022 Q2	$50K	Hold	738	–	–	0.01%	376
2022 Q1	$52K	Hold	738	–	–	0.01%	387
2021 Q4	$48K	Hold	738	–	–	0.01%	379
2021 Q3	$44K	Hold	738	–	–	0.01%	384
2021 Q2	$44K	Hold	738	–	–	0.01%	376
2021 Q1	$45K	Buy	+738	New	+$42.4K	0.01%	350
2018 Q3	–	Sell	-28	Closed	-$1K	–	561
2018 Q2	$1K	Buy	+28	New	+$1.26K	﹤0.01%	542

Other funds holding CMS

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kistler-Tiffany Companies's CMS Position: Q2 2023 in Review

Kistler-Tiffany Companies held its CMS Energy (CMS) position steady in Q2 2023 at 738 shares worth $43.4K. The position accounts for 0.01% of the portfolio, ranked #509.

Kistler-Tiffany Companies first reported a position in CMS in Q2 2018 and has held it in 11 quarters since. The position peaked at $52K in Q1 2022. 629 funds tracked by Wall St. Rank hold CMS as of Q2 2023.

Kistler-Tiffany Companies held 738 shares of CMS Energy worth $43.4K as of Q2 2023.
Kistler-Tiffany Companies left its CMS Energy share count unchanged in Q2 2023.
CMS Energy made up 0.01% of Kistler-Tiffany Companies's portfolio in Q2 2023, its #509 holding.
Kistler-Tiffany Companies first reported a position in CMS Energy in Q2 2018 and has held it in 11 quarters since.
Kistler-Tiffany Companies's CMS Energy position peaked at $52K in Q1 2022.
629 funds tracked by Wall St. Rank held CMS Energy as of Q2 2023.

Based on Kistler-Tiffany Companies's 13F filing for Q2 2023, filed 1 Aug 2023.