NFG
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Next Financial Group’s CMS Energy CMS Stock Holding History

Next Financial 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
2021
Q4 		$56K Buy
863
+435
+102% +$26.7K ﹤0.01% 1424
2021
Q3 		$26K Buy
428
+96
+29% +$5.99K ﹤0.01% 1694
2021
Q2 		$20K Buy
332
+22
+7% +$1.37K ﹤0.01% 1736
2021
Q1 		$19K Sell
310
-987
-76% -$56.7K ﹤0.01% 1654
2020
Q4 		$79K Sell
1,297
-1,349
-51% -$84.3K 0.01% 1037
2020
Q3 		$163K Sell
2,646
-822
-24% -$50.3K 0.02% 693
2020
Q2 		$203K Buy
3,468
+1,131
+48% +$65.5K 0.02% 539
2020
Q1 		$137K Sell
2,337
-661
-22% -$42.3K 0.02% 662
2019
Q4 		$188K Sell
2,998
-3,972
-57% -$248K 0.02% 721
2019
Q3 		$445K Buy
6,970
+2,590
+59% +$157K 0.05% 386
2019
Q2 		$254K Buy
4,380
+2,533
+137% +$142K 0.03% 578
2019
Q1 		$103K Sell
1,847
-2,396
-56% -$126K 0.03% 524
2018
Q4 		$211K Buy
4,243
+2,546
+150% +$129K 0.04% 381
2018
Q3 		$83K Buy
+1,697
New +$82.7K 0.04% 407
2017
Q4 		– Sell
-797
Closed -$38K – 458
2017
Q3 		$38K Buy
797
+165
+26% +$7.79K 0.01% 776
2017
Q2 		$29K Hold
632
– – 0.01% 952
2017
Q1 		$29K Sell
632
-2,960
-82% -$128K 0.01% 909
2016
Q4 		$149K Hold
3,592
– – 0.03% 562
2016
Q3 		$151K Buy
3,592
+2,465
+219% +$108K 0.03% 542
2016
Q2 		$51K Buy
1,127
+132
+13% +$5.54K 0.02% 645
2016
Q1 		$42K Buy
995
+500
+101% +$19.6K 0.01% 676
2015
Q4 		$17K Hold
495
– – 0.01% 984
2015
Q3 		$17K Hold
495
– – 0.01% 1010
2015
Q2 		$15K Hold
495
– – 0.01% 1108
2015
Q1 		$17K Sell
495
-580
-54% -$20.6K 0.01% 1044
2014
Q4 		$37K Sell
1,075
-1,950
-64% -$63.7K 0.01% 756
2014
Q3 		$90K Sell
3,025
-625
-17% -$18.7K 0.02% 692
2014
Q2 		$106K Buy
+3,650
New +$109K 0.06% 229

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Next Financial Group's CMS Position: Q4 2021 in Review

Next Financial Group increased its CMS Energy (CMS) stake by 102% in Q4 2021, buying an estimated $26.7K and bringing the position to 863 shares worth $56K. The position accounts for ﹤0.01% of the portfolio, ranked #1424.

Next Financial Group first reported a position in CMS in Q2 2014 and has held it in 28 quarters since. The position peaked at $445K in Q3 2019. 583 funds tracked by Wall St. Rank hold CMS as of Q4 2021.

  • Next Financial Group held 863 shares of CMS Energy worth $56K as of Q4 2021.
  • Next Financial Group bought 435 CMS Energy shares in Q4 2021, an estimated $26.7K.
  • CMS Energy made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1424 holding.
  • Next Financial Group first reported a position in CMS Energy in Q2 2014 and has held it in 28 quarters since.
  • Next Financial Group's CMS Energy position peaked at $445K in Q3 2019.
  • 583 funds tracked by Wall St. Rank held CMS Energy as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.