RIA
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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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return