PP
CMS icon

PDS Planning’s CMS Energy CMS Stock Holding History

PDS Planning’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
2022
Q4 		– Sell
-6,614
Closed -$385K – 228
2022
Q3 		$385K Buy
6,614
+22
+0.3% +$1.48K 0.07% 105
2022
Q2 		$445K Buy
6,592
+132
+2% +$9.12K 0.08% 105
2022
Q1 		$452K Buy
+6,460
New +$419K 0.08% 101

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 $3.37T AUM 44.26% 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
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

PDS Planning's CMS Position: Q4 2022 in Review

PDS Planning sold out of CMS Energy (CMS) in Q4 2022, closing a stake of 6,614 shares — an estimated $385K sold.

PDS Planning first reported a position in CMS in Q1 2022 and held it in 3 quarters. The position peaked at $452K in Q1 2022. 634 funds tracked by Wall St. Rank hold CMS as of Q4 2022.

  • PDS Planning reported no remaining CMS Energy position as of Q4 2022 after selling out during the quarter.
  • PDS Planning sold 6,614 CMS Energy shares in Q4 2022, an estimated $385K.
  • PDS Planning first reported a position in CMS Energy in Q1 2022 and held it in 3 quarters.
  • PDS Planning's CMS Energy position peaked at $452K in Q1 2022.
  • 634 funds tracked by Wall St. Rank held CMS Energy as of Q4 2022.

Based on PDS Planning's 13F filing for Q4 2022, filed 27 Jan 2023.