Regal Investment Advisors’s CMS Energy CMS Stock Holding History

Regal Investment 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 Q3	–	Sell	-2,958	Closed	-$200K	–	488
2022 Q2	$200K	Buy	2,958 +1	+0%	+$69	0.02%	464
2022 Q1	$207K	Buy	+2,957	New	+$192K	0.02%	502
2015 Q4	–	Sell	-3,012	Closed	-$106K	–	374
2015 Q3	$106K	Hold	3,012	–	–	0.03%	334
2015 Q2	$95K	Buy	3,012 +2,206	+274%	+$74.1K	0.03%	340
2015 Q1	$28K	Buy	806 +206	+34%	+$7.31K	0.01%	510
2014 Q4	$21K	Buy	600 +100	+20%	+$3.27K	0.01%	520
2014 Q3	$15K	Hold	500	–	–	﹤0.01%	609
2014 Q2	$16K	Hold	500	–	–	0.01%	581
2014 Q1	$15K	Buy	+500	New	+$13.9K	0.01%	568
2013 Q4	–	Sell	-500	Closed	-$13K	–	840
2013 Q3	$13K	Hold	500	–	–	0.01%	551
2013 Q2	$14K	Buy	+500	New	+$14K	0.01%	518

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

PAMS

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

Regal Investment Advisors's CMS Position: Q3 2022 in Review

Regal Investment Advisors sold out of CMS Energy (CMS) in Q3 2022, closing a stake of 2,958 shares — an estimated $200K sold.

Regal Investment Advisors first reported a position in CMS in Q2 2013 and held it in 11 quarters. The position peaked at $207K in Q1 2022. 628 funds tracked by Wall St. Rank hold CMS as of Q3 2022.

Regal Investment Advisors reported no remaining CMS Energy position as of Q3 2022 after selling out during the quarter.
Regal Investment Advisors sold 2,958 CMS Energy shares in Q3 2022, an estimated $200K.
Regal Investment Advisors first reported a position in CMS Energy in Q2 2013 and held it in 11 quarters.
Regal Investment Advisors's CMS Energy position peaked at $207K in Q1 2022.
628 funds tracked by Wall St. Rank held CMS Energy as of Q3 2022.

Based on Regal Investment Advisors's 13F filing for Q3 2022, filed 15 Nov 2022.