MCC
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Money Concepts Capital’s CMS Energy CMS Stock Holding History

Money Concepts Capital’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
-1,415
Closed -$89.6K – 917
2022
Q4 		$89.6K Buy
1,415
+921
+186% +$54.5K ﹤0.01% 1011
2022
Q3 		$29K Hold
494
– – ﹤0.01% 826
2022
Q2 		$34K Sell
494
-915
-65% -$63.2K ﹤0.01% 769
2022
Q1 		$99K Buy
+1,409
New +$91.4K 0.01% 992

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 $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
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

Money Concepts Capital's CMS Position: Q1 2023 in Review

Money Concepts Capital sold out of CMS Energy (CMS) in Q1 2023, closing a stake of 1,415 shares — an estimated $89.6K sold.

Money Concepts Capital first reported a position in CMS in Q1 2022 and held it in 4 quarters. The position peaked at $99K in Q1 2022. 629 funds tracked by Wall St. Rank hold CMS as of Q1 2023.

  • Money Concepts Capital reported no remaining CMS Energy position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 1,415 CMS Energy shares in Q1 2023, an estimated $89.6K.
  • Money Concepts Capital first reported a position in CMS Energy in Q1 2022 and held it in 4 quarters.
  • Money Concepts Capital's CMS Energy position peaked at $99K in Q1 2022.
  • 629 funds tracked by Wall St. Rank held CMS Energy as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.