RG
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Retirement Group’s CMS Energy CMS Stock Holding History

Retirement 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
2022
Q3 		– Sell
-202
Closed -$14K – 537
2022
Q2 		$14K Hold
202
– – 0.01% 376
2022
Q1 		$14K Buy
202
+39
+24% +$2.53K 0.01% 397
2021
Q4 		$11K Buy
+163
New +$10K ﹤0.01% 405

Other funds holding CMS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
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

Retirement Group's CMS Position: Q3 2022 in Review

Retirement Group sold out of CMS Energy (CMS) in Q3 2022, closing a stake of 202 shares — an estimated $14K sold.

Retirement Group first reported a position in CMS in Q4 2021 and held it in 3 quarters. The position peaked at $14K in Q2 2022. 628 funds tracked by Wall St. Rank hold CMS as of Q3 2022.

  • Retirement Group reported no remaining CMS Energy position as of Q3 2022 after selling out during the quarter.
  • Retirement Group sold 202 CMS Energy shares in Q3 2022, an estimated $14K.
  • Retirement Group first reported a position in CMS Energy in Q4 2021 and held it in 3 quarters.
  • Retirement Group's CMS Energy position peaked at $14K in Q2 2022.
  • 628 funds tracked by Wall St. Rank held CMS Energy as of Q3 2022.

Based on Retirement Group's 13F filing for Q3 2022, filed 14 Nov 2022.