Leelyn Smith’s CMS Energy CMS Stock Holding History

Leelyn Smith’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 Q4	–	Sell	-120	Closed	-$7K	–	465
2022 Q3	$7K	Hold	120	–	–	﹤0.01%	331
2022 Q2	$8K	Hold	120	–	–	﹤0.01%	302
2022 Q1	$8K	Hold	120	–	–	﹤0.01%	291
2021 Q4	$8K	Hold	120	–	–	﹤0.01%	300
2021 Q3	$7K	Hold	120	–	–	﹤0.01%	301
2021 Q2	$7K	Hold	120	–	–	﹤0.01%	298
2021 Q1	$7K	Sell	120 -445	-79%	-$25.6K	﹤0.01%	313
2020 Q4	$34K	Hold	565	–	–	0.01%	207
2020 Q3	$35K	Hold	565	–	–	0.01%	201
2020 Q2	$33K	Hold	565	–	–	0.01%	235
2020 Q1	$33K	Buy	+565	New	+$36.2K	0.02%	184

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

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

Leelyn Smith's CMS Position: Q4 2022 in Review

Leelyn Smith sold out of CMS Energy (CMS) in Q4 2022, closing a stake of 120 shares — an estimated $7K sold.

Leelyn Smith first reported a position in CMS in Q1 2020 and held it in 11 quarters. The position peaked at $35K in Q3 2020. 634 funds tracked by Wall St. Rank hold CMS as of Q4 2022.

Leelyn Smith reported no remaining CMS Energy position as of Q4 2022 after selling out during the quarter.
Leelyn Smith sold 120 CMS Energy shares in Q4 2022, an estimated $7K.
Leelyn Smith first reported a position in CMS Energy in Q1 2020 and held it in 11 quarters.
Leelyn Smith's CMS Energy position peaked at $35K in Q3 2020.
634 funds tracked by Wall St. Rank held CMS Energy as of Q4 2022.

Based on Leelyn Smith's 13F filing for Q4 2022, filed 10 Feb 2023.