RFP Financial Group’s CMS Energy CMS Stock Holding History

RFP Financial 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
2024 Q2	–	Sell	-20	Closed	-$1.21K	–	915
2024 Q1	$1.21K	Buy	+20	New	+$1.16K	﹤0.01%	747

Other funds holding CMS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

RFP Financial Group's CMS Position: Q2 2024 in Review

RFP Financial Group sold out of CMS Energy (CMS) in Q2 2024, closing a stake of 20 shares — an estimated $1.21K sold.

RFP Financial Group first reported a position in CMS in Q1 2024 and held it in 1 quarter. The position peaked at $1.21K in Q1 2024. 685 funds tracked by Wall St. Rank hold CMS as of Q2 2024.

RFP Financial Group reported no remaining CMS Energy position as of Q2 2024 after selling out during the quarter.
RFP Financial Group sold 20 CMS Energy shares in Q2 2024, an estimated $1.21K.
RFP Financial Group first reported a position in CMS Energy in Q1 2024 and held it in 1 quarter.
RFP Financial Group's CMS Energy position peaked at $1.21K in Q1 2024.
685 funds tracked by Wall St. Rank held CMS Energy as of Q2 2024.

Based on RFP Financial Group's 13F filing for Q2 2024, filed 25 Jul 2024.