Regal Wealth Group’s CMS Energy CMS Stock Holding History

Regal Wealth 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
2021 Q2	–	Sell	-568	Closed	-$35K	–	89
2021 Q1	$35K	Buy	+568	New	+$32.6K	0.02%	111

Other funds holding CMS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Regal Wealth Group's CMS Position: Q2 2021 in Review

Regal Wealth Group sold out of CMS Energy (CMS) in Q2 2021, closing a stake of 568 shares — an estimated $35K sold.

Regal Wealth Group first reported a position in CMS in Q1 2021 and held it in 1 quarter. The position peaked at $35K in Q1 2021. 574 funds tracked by Wall St. Rank hold CMS as of Q2 2021.

Regal Wealth Group reported no remaining CMS Energy position as of Q2 2021 after selling out during the quarter.
Regal Wealth Group sold 568 CMS Energy shares in Q2 2021, an estimated $35K.
Regal Wealth Group first reported a position in CMS Energy in Q1 2021 and held it in 1 quarter.
Regal Wealth Group's CMS Energy position peaked at $35K in Q1 2021.
574 funds tracked by Wall St. Rank held CMS Energy as of Q2 2021.

Based on Regal Wealth Group's 13F filing for Q2 2021, filed 2 Aug 2021.