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MPS Loria Financial Planners’s CMS Energy CMS Stock Holding History

MPS Loria Financial Planners’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
Q2 		– Sell
-32
Closed -$1K – 196
2021
Q1 		$1K Hold
32
– – ﹤0.01% 481
2020
Q4 		$2K Buy
+32
New +$2K ﹤0.01% 451

Other funds holding CMS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

MPS Loria Financial Planners's CMS Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of CMS Energy (CMS) in Q2 2021, closing a stake of 32 shares — an estimated $1K sold.

MPS Loria Financial Planners first reported a position in CMS in Q4 2020 and held it in 2 quarters. The position peaked at $2K in Q4 2020. 574 funds tracked by Wall St. Rank hold CMS as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining CMS Energy position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 32 CMS Energy shares in Q2 2021, an estimated $1K.
  • MPS Loria Financial Planners first reported a position in CMS Energy in Q4 2020 and held it in 2 quarters.
  • MPS Loria Financial Planners's CMS Energy position peaked at $2K in Q4 2020.
  • 574 funds tracked by Wall St. Rank held CMS Energy as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.