NFH
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NEXT Financial Holdings’s CMS Energy CMS Stock Holding History

NEXT Financial Holdings’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
2019
Q1 		$103K Buy
+1,847
New +$97.4K 0.03% 524

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

NEXT Financial Holdings's CMS Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in CMS Energy (CMS) in Q1 2019: 1,847 shares worth $103K. The stake represents 0.03% of the portfolio and ranks #524 among its holdings.

570 funds tracked by Wall St. Rank hold CMS as of Q1 2019.

  • NEXT Financial Holdings held 1,847 shares of CMS Energy worth $103K as of Q1 2019.
  • CMS Energy was a new NEXT Financial Holdings position in Q1 2019.
  • CMS Energy made up 0.03% of NEXT Financial Holdings's portfolio in Q1 2019, its #524 holding.
  • 570 funds tracked by Wall St. Rank held CMS Energy as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.