Kowal Investment Group’s CMS Energy CMS Stock Holding History

Kowal Investment Group’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 Q4	–	Sell	-473	Closed	-$28K	–	283
2021 Q3	$28K	Buy	+473	New	+$29.5K	0.01%	327

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Kowal Investment Group's CMS Position: Q4 2021 in Review

Kowal Investment Group sold out of CMS Energy (CMS) in Q4 2021, closing a stake of 473 shares — an estimated $28K sold.

Kowal Investment Group first reported a position in CMS in Q3 2021 and held it in 1 quarter. The position peaked at $28K in Q3 2021. 583 funds tracked by Wall St. Rank hold CMS as of Q4 2021.

Kowal Investment Group reported no remaining CMS Energy position as of Q4 2021 after selling out during the quarter.
Kowal Investment Group sold 473 CMS Energy shares in Q4 2021, an estimated $28K.
Kowal Investment Group first reported a position in CMS Energy in Q3 2021 and held it in 1 quarter.
Kowal Investment Group's CMS Energy position peaked at $28K in Q3 2021.
583 funds tracked by Wall St. Rank held CMS Energy as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.