Lenox Wealth Advisors’s CMS Energy CMS Stock Holding History

Lenox Wealth Advisors’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 Q1	$29K	Sell	402 -26	-6%	-$1.69K	﹤0.01%	327
2021 Q4	$28K	Buy	428 +26	+6%	+$1.6K	﹤0.01%	342
2021 Q3	$24K	Hold	402	–	–	﹤0.01%	332
2021 Q2	$24K	Hold	402	–	–	﹤0.01%	326
2021 Q1	$25K	Hold	402	–	–	﹤0.01%	275
2020 Q4	$25K	Hold	402	–	–	﹤0.01%	280
2020 Q3	$25K	Hold	402	–	–	﹤0.01%	252
2020 Q2	$23K	Hold	402	–	–	﹤0.01%	265
2020 Q1	$24K	Sell	402 -7	-2%	-$448	﹤0.01%	231
2019 Q4	$26K	Buy	409 +7	+2%	+$436	﹤0.01%	292
2019 Q3	$26K	Buy	+402	New	+$24.4K	﹤0.01%	245

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

PAMS

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

Lenox Wealth Advisors's CMS Position: Q1 2022 in Review

Lenox Wealth Advisors reduced its CMS Energy (CMS) stake by 6.1% in Q1 2022, selling an estimated $1.69K and leaving 402 shares worth $29K. The position accounts for ﹤0.01% of the portfolio, ranked #327.

Lenox Wealth Advisors first reported a position in CMS in Q3 2019 and has held it in 11 quarters since. 637 funds tracked by Wall St. Rank hold CMS as of Q1 2022.

Lenox Wealth Advisors held 402 shares of CMS Energy worth $29K as of Q1 2022.
Lenox Wealth Advisors sold 26 CMS Energy shares in Q1 2022, an estimated $1.69K.
CMS Energy made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #327 holding.
Lenox Wealth Advisors first reported a position in CMS Energy in Q3 2019 and has held it in 11 quarters since.
637 funds tracked by Wall St. Rank held CMS Energy as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.