Register Financial Advisors’s CMS Energy Corp 5.875% Junior Subordinated Notes due 2079 CMSD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-3,793	Closed	-$85K	–	563
2022 Q4	$85K	Buy	+3,793	New	+$86.2K	0.05%	282

Other funds holding CMSD

EFG

Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

TAM

Tucker Asset Management Littleton, Colorado $343M AUM 17.55% 1-Year Est. Return

Register Financial Advisors's CMSD Position: Q1 2023 in Review

Register Financial Advisors sold out of CMS Energy Corp 5.875% Junior Subordinated Notes due 2079 (CMSD) in Q1 2023, closing a stake of 3,793 shares — an estimated $85K sold.

Register Financial Advisors first reported a position in CMSD in Q4 2022 and held it in 1 quarter. The position peaked at $85K in Q4 2022. 3 funds tracked by Wall St. Rank hold CMSD as of Q1 2023.

Register Financial Advisors reported no remaining CMS Energy Corp 5.875% Junior Subordinated Notes due 2079 position as of Q1 2023 after selling out during the quarter.
Register Financial Advisors sold 3,793 CMS Energy Corp 5.875% Junior Subordinated Notes due 2079 shares in Q1 2023, an estimated $85K.
Register Financial Advisors first reported a position in CMS Energy Corp 5.875% Junior Subordinated Notes due 2079 in Q4 2022 and held it in 1 quarter.
Register Financial Advisors's CMS Energy Corp 5.875% Junior Subordinated Notes due 2079 position peaked at $85K in Q4 2022.
3 funds tracked by Wall St. Rank held CMS Energy Corp 5.875% Junior Subordinated Notes due 2079 as of Q1 2023.

Based on Register Financial Advisors's 13F filing for Q1 2023, filed 10 May 2023.