Koshinski Asset Management
CMS icon

Koshinski Asset Management’s CMS Energy CMS Stock Holding History

Koshinski Asset 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
2022
Q2 		– Sell
-49
Closed -$3.43K – 818
2022
Q1 		$3.43K Buy
49
+15
+44% +$973 ﹤0.01% 1856
2021
Q4 		$2.21K Buy
34
+14
+70% +$859 ﹤0.01% 1970
2021
Q3 		$1.2K Buy
+20
New +$1.25K ﹤0.01% 2086

Other funds holding CMS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Koshinski Asset Management's CMS Position: Q2 2022 in Review

Koshinski Asset Management sold out of CMS Energy (CMS) in Q2 2022, closing a stake of 49 shares — an estimated $3.43K sold.

Koshinski Asset Management first reported a position in CMS in Q3 2021 and held it in 3 quarters. The position peaked at $3.43K in Q1 2022. 626 funds tracked by Wall St. Rank hold CMS as of Q2 2022.

  • Koshinski Asset Management reported no remaining CMS Energy position as of Q2 2022 after selling out during the quarter.
  • Koshinski Asset Management sold 49 CMS Energy shares in Q2 2022, an estimated $3.43K.
  • Koshinski Asset Management first reported a position in CMS Energy in Q3 2021 and held it in 3 quarters.
  • Koshinski Asset Management's CMS Energy position peaked at $3.43K in Q1 2022.
  • 626 funds tracked by Wall St. Rank held CMS Energy as of Q2 2022.

Based on Koshinski Asset Management's 13F filing for Q2 2022, filed 12 Jul 2022.