Personal Capital Advisors’s CMS Energy CMS Stock Holding History

Personal Capital Advisors’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	$28.9M	Buy	456,424 +13,920	+3%	+$823K	0.14%	120
2022 Q3	$25.8M	Buy	442,504 +9,782	+2%	+$658K	0.14%	118
2022 Q2	$29.2M	Buy	432,722 +8,620	+2%	+$595K	0.15%	119
2022 Q1	$29.7M	Buy	424,102 +25,045	+6%	+$1.62M	0.14%	123
2021 Q4	$26M	Buy	399,057 +27,308	+7%	+$1.68M	0.12%	119
2021 Q3	$22.2M	Buy	371,749 +29,867	+9%	+$1.86M	0.11%	121
2021 Q2	$20.2M	Buy	341,882 +38,904	+13%	+$2.42M	0.1%	124
2021 Q1	$18.5M	Buy	302,978 +48,909	+19%	+$2.81M	0.11%	126
2020 Q4	$15.5M	Buy	254,069 +20,948	+9%	+$1.31M	0.1%	127
2020 Q3	$14.3M	Buy	233,121 +14,180	+6%	+$868K	0.11%	120
2020 Q2	$12.8M	Buy	218,941 +15,010	+7%	+$869K	0.11%	120
2020 Q1	$12.1M	Sell	203,931 -23,745	-10%	-$1.52M	0.12%	122
2019 Q4	$14.3M	Buy	227,676 +15,578	+7%	+$971K	0.12%	120
2019 Q3	$13.6M	Buy	212,098 +11,019	+5%	+$669K	0.13%	121
2019 Q2	$11.6M	Buy	201,079 +16,181	+9%	+$908K	0.12%	121
2019 Q1	$10.3M	Buy	184,898 +17,305	+10%	+$912K	0.12%	120
2018 Q4	$8.32M	Buy	167,593 +18,570	+12%	+$938K	0.11%	122
2018 Q3	$7.3M	Buy	149,023 +138,823	+1,361%	+$6.77M	0.09%	123
2018 Q2	$482K	Buy	10,200 +5,468	+116%	+$247K	0.01%	208
2018 Q1	$214K	Buy	+4,732	New	+$208K	﹤0.01%	250

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 $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

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 Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Personal Capital Advisors's CMS Position: Q4 2022 in Review

Personal Capital Advisors increased its CMS Energy (CMS) stake by 3.1% in Q4 2022, buying an estimated $823K and bringing the position to 456,424 shares worth $28.9M. The position accounts for 0.14% of the portfolio, ranked #120.

Personal Capital Advisors first reported a position in CMS in Q1 2018 and has held it in 20 quarters since. The position peaked at $29.7M in Q1 2022. 634 funds tracked by Wall St. Rank hold CMS as of Q4 2022.

Personal Capital Advisors held 456,424 shares of CMS Energy worth $28.9M as of Q4 2022.
Personal Capital Advisors bought 13,920 CMS Energy shares in Q4 2022, an estimated $823K.
CMS Energy made up 0.14% of Personal Capital Advisors's portfolio in Q4 2022, its #120 holding.
Personal Capital Advisors first reported a position in CMS Energy in Q1 2018 and has held it in 20 quarters since.
Personal Capital Advisors's CMS Energy position peaked at $29.7M in Q1 2022.
634 funds tracked by Wall St. Rank held CMS Energy as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.