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Regent Peak Wealth Advisors’s CMS Energy CMS Stock Holding History

Regent Peak Wealth 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
2021
Q1 		– Sell
-386
Closed -$24K – 308
2020
Q4 		$24K Buy
+386
New +$24.1K 0.01% 418

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 World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Regent Peak Wealth Advisors's CMS Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of CMS Energy (CMS) in Q1 2021, closing a stake of 386 shares — an estimated $24K sold.

Regent Peak Wealth Advisors first reported a position in CMS in Q4 2020 and held it in 1 quarter. The position peaked at $24K in Q4 2020. 565 funds tracked by Wall St. Rank hold CMS as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining CMS Energy position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 386 CMS Energy shares in Q1 2021, an estimated $24K.
  • Regent Peak Wealth Advisors first reported a position in CMS Energy in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's CMS Energy position peaked at $24K in Q4 2020.
  • 565 funds tracked by Wall St. Rank held CMS Energy as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.