MWM
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MinichMacGregor Wealth Management’s CMS Energy CMS Stock Holding History

MinichMacGregor Wealth 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
2023
Q1 		– Sell
-294
Closed -$18.6K – 194
2022
Q4 		$18.6K Buy
+294
New +$17.4K 0.01% 331
2017
Q2 		– Sell
-3
Closed – – 475
2017
Q1 		$0 Buy
+3
New +$130 ﹤0.01% 462
2016
Q4 		– Sell
-3,176
Closed -$133K – 457
2016
Q3 		$133K Buy
3,176
+2,080
+190% +$90.8K 0.12% 49
2016
Q2 		$50K Hold
1,096
– – 0.05% 107
2016
Q1 		$46K Sell
1,096
-1,346
-55% -$52.7K 0.04% 112
2015
Q4 		$83K Buy
+2,442
New +$87K 0.08% 70

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

MinichMacGregor Wealth Management's CMS Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of CMS Energy (CMS) in Q1 2023, closing a stake of 294 shares — an estimated $18.6K sold.

MinichMacGregor Wealth Management first reported a position in CMS in Q4 2015 and held it in 6 quarters. The position peaked at $133K in Q3 2016. 629 funds tracked by Wall St. Rank hold CMS as of Q1 2023.

  • MinichMacGregor Wealth Management reported no remaining CMS Energy position as of Q1 2023 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 294 CMS Energy shares in Q1 2023, an estimated $18.6K.
  • MinichMacGregor Wealth Management first reported a position in CMS Energy in Q4 2015 and held it in 6 quarters.
  • MinichMacGregor Wealth Management's CMS Energy position peaked at $133K in Q3 2016.
  • 629 funds tracked by Wall St. Rank held CMS Energy as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.