MFM
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MD Financial Management’s CMS Energy CMS Stock Holding History

MD Financial 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
2021
Q4 		$2.18M Buy
33,454
+231
+0.7% +$14.2K 0.05% 193
2021
Q3 		$1.98M Buy
33,223
+97
+0.3% +$6.05K 0.05% 189
2021
Q2 		$1.96M Buy
+33,126
New +$2.06M 0.06% 196

Other funds holding CMS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

MD Financial Management's CMS Position: Q4 2021 in Review

MD Financial Management increased its CMS Energy (CMS) stake by 0.7% in Q4 2021, buying an estimated $14.2K and bringing the position to 33,454 shares worth $2.18M. The position accounts for 0.05% of the portfolio, ranked #193.

MD Financial Management first reported a position in CMS in Q2 2021 and has held it in 3 quarters since. 584 funds tracked by Wall St. Rank hold CMS as of Q4 2021.

  • MD Financial Management held 33,454 shares of CMS Energy worth $2.18M as of Q4 2021.
  • MD Financial Management bought 231 CMS Energy shares in Q4 2021, an estimated $14.2K.
  • CMS Energy made up 0.05% of MD Financial Management's portfolio in Q4 2021, its #193 holding.
  • MD Financial Management first reported a position in CMS Energy in Q2 2021 and has held it in 3 quarters since.
  • 584 funds tracked by Wall St. Rank held CMS Energy as of Q4 2021.

Based on MD Financial Management's 13F filing for Q4 2021, filed 14 Feb 2022.