Newbridge Financial Services Group’s CMS Energy CMS Stock Holding History

Newbridge Financial Services Group’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
2024 Q1	–	Sell	-114	Closed	-$6.62K	–	1197
2023 Q4	$6.62K	Hold	114	–	–	﹤0.01%	818
2023 Q3	$6.05K	Hold	114	–	–	﹤0.01%	913
2023 Q2	$6.7K	Hold	114	–	–	﹤0.01%	961
2023 Q1	$7K	Hold	114	–	–	﹤0.01%	986
2022 Q4	$7.22K	Hold	114	–	–	﹤0.01%	988
2022 Q3	$7K	Hold	114	–	–	﹤0.01%	966
2022 Q2	$8K	Hold	114	–	–	0.01%	911
2022 Q1	$8K	Hold	114	–	–	﹤0.01%	986
2021 Q4	$7K	Hold	114	–	–	﹤0.01%	986
2021 Q3	$7K	Hold	114	–	–	﹤0.01%	945
2021 Q2	$7K	Hold	114	–	–	﹤0.01%	1046
2021 Q1	$7K	Hold	114	–	–	0.01%	974
2020 Q4	$7K	Hold	114	–	–	0.01%	782
2020 Q3	$7K	Buy	+114	New	+$6.98K	0.01%	746

Other funds holding CMS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Newbridge Financial Services Group's CMS Position: Q1 2024 in Review

Newbridge Financial Services Group sold out of CMS Energy (CMS) in Q1 2024, closing a stake of 114 shares — an estimated $6.62K sold.

Newbridge Financial Services Group first reported a position in CMS in Q3 2020 and held it in 14 quarters. The position peaked at $8K in Q2 2022. 664 funds tracked by Wall St. Rank hold CMS as of Q1 2024.

Newbridge Financial Services Group reported no remaining CMS Energy position as of Q1 2024 after selling out during the quarter.
Newbridge Financial Services Group sold 114 CMS Energy shares in Q1 2024, an estimated $6.62K.
Newbridge Financial Services Group first reported a position in CMS Energy in Q3 2020 and held it in 14 quarters.
Newbridge Financial Services Group's CMS Energy position peaked at $8K in Q2 2022.
664 funds tracked by Wall St. Rank held CMS Energy as of Q1 2024.

Based on Newbridge Financial Services Group's 13F filing for Q1 2024, filed 24 Apr 2024.