PSG
CMS icon

Planning Solutions Group’s CMS Energy CMS Stock Holding History

Planning Solutions 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
2019
Q2 		$498K Hold
8,605
– – 0.26% 74
2019
Q1 		$478K Hold
8,605
– – 0.26% 76
2018
Q4 		$427K Buy
+8,605
New +$435K 0.26% 75

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
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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Planning Solutions Group's CMS Position: Q2 2019 in Review

Planning Solutions Group held its CMS Energy (CMS) position steady in Q2 2019 at 8,605 shares worth $498K. The position accounts for 0.26% of the portfolio, ranked #74.

Planning Solutions Group first reported a position in CMS in Q4 2018 and has held it in 3 quarters since. 546 funds tracked by Wall St. Rank hold CMS as of Q2 2019.

  • Planning Solutions Group held 8,605 shares of CMS Energy worth $498K as of Q2 2019.
  • Planning Solutions Group left its CMS Energy share count unchanged in Q2 2019.
  • CMS Energy made up 0.26% of Planning Solutions Group's portfolio in Q2 2019, its #74 holding.
  • Planning Solutions Group first reported a position in CMS Energy in Q4 2018 and has held it in 3 quarters since.
  • 546 funds tracked by Wall St. Rank held CMS Energy as of Q2 2019.

Based on Planning Solutions Group's 13F filing for Q2 2019, filed 15 Aug 2019.