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Price Wealth’s CMS Energy CMS Stock Holding History

Price Wealth’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
2020
Q3 		$12K Buy
+201
New +$12.3K ﹤0.01% 265
2020
Q2 		– Sell
-126
Closed -$7K – 434
2020
Q1 		$7K Buy
126
+105
+500% +$6.72K ﹤0.01% 178
2019
Q4 		$1K Buy
+21
New +$1.31K ﹤0.01% 287
2018
Q3 		– Sell
-299
Closed -$14K – 209
2018
Q2 		$14K Buy
299
+204
+215% +$9.21K 0.01% 245
2018
Q1 		$4K Sell
95
-95
-50% -$4.17K ﹤0.01% 239
2017
Q4 		$8K Buy
+190
New +$9.2K 0.01% 205

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Price Wealth's CMS Position: Q3 2020 in Review

Price Wealth opened a new position in CMS Energy (CMS) in Q3 2020: 201 shares worth $12K. The stake represents ﹤0.01% of the portfolio and ranks #265 among its holdings. This is a return to the name: Price Wealth previously reported a position in CMS as recently as Q1 2020.

Price Wealth first reported a position in CMS in Q4 2017 and has held it in 6 quarters since. The position peaked at $14K in Q2 2018. 556 funds tracked by Wall St. Rank hold CMS as of Q3 2020.

  • Price Wealth held 201 shares of CMS Energy worth $12K as of Q3 2020.
  • CMS Energy was a new Price Wealth position in Q3 2020.
  • CMS Energy made up ﹤0.01% of Price Wealth's portfolio in Q3 2020, its #265 holding.
  • Price Wealth first reported a position in CMS Energy in Q4 2017 and has held it in 6 quarters since.
  • Price Wealth's CMS Energy position peaked at $14K in Q2 2018.
  • 556 funds tracked by Wall St. Rank held CMS Energy as of Q3 2020.

Based on Price Wealth's 13F filing for Q3 2020, filed 22 Oct 2020.