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Planning Capital Management Corporation’s CMS Energy CMS Stock Holding History

Planning Capital Management Corporation’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
Q3 		– Sell
-18
Closed -$1.07K – 812
2024
Q2 		$1.07K Hold
18
– – ﹤0.01% 585
2024
Q1 		$1.09K Hold
18
– – ﹤0.01% 605
2023
Q4 		$1.05K Buy
+18
New +$1K ﹤0.01% 598

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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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Planning Capital Management Corporation's CMS Position: Q3 2024 in Review

Planning Capital Management Corporation sold out of CMS Energy (CMS) in Q3 2024, closing a stake of 18 shares — an estimated $1.07K sold.

Planning Capital Management Corporation first reported a position in CMS in Q4 2023 and held it in 3 quarters. The position peaked at $1.09K in Q1 2024. 708 funds tracked by Wall St. Rank hold CMS as of Q3 2024.

  • Planning Capital Management Corporation reported no remaining CMS Energy position as of Q3 2024 after selling out during the quarter.
  • Planning Capital Management Corporation sold 18 CMS Energy shares in Q3 2024, an estimated $1.07K.
  • Planning Capital Management Corporation first reported a position in CMS Energy in Q4 2023 and held it in 3 quarters.
  • Planning Capital Management Corporation's CMS Energy position peaked at $1.09K in Q1 2024.
  • 708 funds tracked by Wall St. Rank held CMS Energy as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.