PrairieView Partners’s CMS Energy CMS Stock Holding History

PrairieView Partners’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
2023 Q1	–	Sell	-75	Closed	-$4K	–	422
2022 Q4	$4K	Buy	+75	New	+$4.43K	﹤0.01%	379

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 $3.38T AUM 44.17% 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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

PrairieView Partners's CMS Position: Q1 2023 in Review

PrairieView Partners sold out of CMS Energy (CMS) in Q1 2023, closing a stake of 75 shares — an estimated $4K sold.

PrairieView Partners first reported a position in CMS in Q4 2022 and held it in 1 quarter. The position peaked at $4K in Q4 2022. 629 funds tracked by Wall St. Rank hold CMS as of Q1 2023.

PrairieView Partners reported no remaining CMS Energy position as of Q1 2023 after selling out during the quarter.
PrairieView Partners sold 75 CMS Energy shares in Q1 2023, an estimated $4K.
PrairieView Partners first reported a position in CMS Energy in Q4 2022 and held it in 1 quarter.
PrairieView Partners's CMS Energy position peaked at $4K in Q4 2022.
629 funds tracked by Wall St. Rank held CMS Energy as of Q1 2023.

Based on PrairieView Partners's 13F filing for Q1 2023, filed 8 May 2023.