Laffer Tengler Investments’s CMS Energy CMS Stock Holding History

Laffer Tengler Investments’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
2024 Q3	–	Sell	-250	Closed	-$14.9K	–	214
2024 Q2	$14.9K	Buy	+250	New	+$15.1K	﹤0.01%	284
2019 Q2	–	Sell	-50,483	Closed	-$2.8M	–	118
2019 Q1	$2.8M	Hold	50,483	–	–	0.75%	42
2018 Q4	$2.51M	Hold	50,483	–	–	0.74%	46
2018 Q3	$2.47M	Hold	50,483	–	–	0.61%	70
2018 Q2	$2.39M	Hold	50,483	–	–	0.61%	72
2018 Q1	$2.29M	Buy	50,483 +11,143	+28%	+$489K	0.57%	88
2017 Q4	$1.86M	Hold	39,340	–	–	0.47%	108
2017 Q3	$1.82M	Sell	39,340 -2,810	-7%	-$133K	0.48%	101
2017 Q2	$1.95M	Hold	42,150	–	–	0.5%	106
2017 Q1	$1.89M	Hold	42,150	–	–	0.5%	98
2016 Q4	$1.75M	Buy	+42,150	New	+$1.72M	0.47%	97
2016 Q2	–	Sell	-46,559	Closed	-$1.98M	–	220
2016 Q1	$1.98M	Buy	+46,559	New	+$1.82M	0.53%	68
2015 Q4	–	Hold	0	–	–	–	98
2015 Q3	–	Sell	-46,559	Closed	-$1.57M	–	94
2015 Q2	$1.48M	Sell	46,559 -25,096	-35%	-$843K	0.36%	157
2015 Q1	$2.5M	Buy	+71,655	New	+$2.54M	0.35%	96
2014 Q4	–	Sell	-71,655	Closed	-$2.34M	–	94
2014 Q3	$2.13M	Hold	71,655	–	–	0.31%	123
2014 Q2	$2.23M	Sell	71,655 -3,769	-5%	-$112K	0.34%	116
2014 Q1	$2.21M	Hold	75,424	–	–	0.36%	117
2013 Q4	$2.02M	Buy	+75,424	New	+$2.03M	0.33%	140
2013 Q3	–	Sell	-58,293	Closed	-$1.58M	–	142
2013 Q2	$1.58M	Buy	+58,293	New	+$1.64M	0.31%	133

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 $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Laffer Tengler Investments's CMS Position: Q3 2024 in Review

Laffer Tengler Investments sold out of CMS Energy (CMS) in Q3 2024, closing a stake of 250 shares — an estimated $14.9K sold.

Laffer Tengler Investments first reported a position in CMS in Q2 2013 and held it in 19 quarters. The position peaked at $2.8M in Q1 2019. 708 funds tracked by Wall St. Rank hold CMS as of Q3 2024.

Laffer Tengler Investments reported no remaining CMS Energy position as of Q3 2024 after selling out during the quarter.
Laffer Tengler Investments sold 250 CMS Energy shares in Q3 2024, an estimated $14.9K.
Laffer Tengler Investments first reported a position in CMS Energy in Q2 2013 and held it in 19 quarters.
Laffer Tengler Investments's CMS Energy position peaked at $2.8M in Q1 2019.
708 funds tracked by Wall St. Rank held CMS Energy as of Q3 2024.

Based on Laffer Tengler Investments's 13F filing for Q3 2024, filed 4 Nov 2024.