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MKT Advisors’s CMS Energy CMS Stock Holding History

MKT 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
2023
Q1 		– Sell
-3,270
Closed -$214K – 146
2022
Q4 		$214K Buy
+3,270
New +$193K 0.16% 126
2022
Q3 		– Sell
-3,103
Closed -$206K – 129
2022
Q2 		$206K Hold
3,103
– – 0.16% 125
2022
Q1 		$215K Buy
+3,103
New +$201K 0.16% 124

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

MKT Advisors's CMS Position: Q1 2023 in Review

MKT Advisors sold out of CMS Energy (CMS) in Q1 2023, closing a stake of 3,270 shares — an estimated $214K sold.

MKT Advisors first reported a position in CMS in Q1 2022 and held it in 3 quarters. The position peaked at $215K in Q1 2022. 629 funds tracked by Wall St. Rank hold CMS as of Q1 2023.

  • MKT Advisors reported no remaining CMS Energy position as of Q1 2023 after selling out during the quarter.
  • MKT Advisors sold 3,270 CMS Energy shares in Q1 2023, an estimated $214K.
  • MKT Advisors first reported a position in CMS Energy in Q1 2022 and held it in 3 quarters.
  • MKT Advisors's CMS Energy position peaked at $215K in Q1 2022.
  • 629 funds tracked by Wall St. Rank held CMS Energy as of Q1 2023.

Based on MKT Advisors's 13F filing for Q1 2023, filed 10 Apr 2023.