RCM
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Richardson Capital Management’s CMS Energy CMS Stock Holding History

Richardson Capital Management’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
Q3 		– Sell
-25
Closed -$1.49K – 154
2024
Q2 		$1.49K Buy
+25
New +$1.51K ﹤0.01% 177

Other funds holding CMS

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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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Richardson Capital Management's CMS Position: Q3 2024 in Review

Richardson Capital Management sold out of CMS Energy (CMS) in Q3 2024, closing a stake of 25 shares — an estimated $1.49K sold.

Richardson Capital Management first reported a position in CMS in Q2 2024 and held it in 1 quarter. The position peaked at $1.49K in Q2 2024. 708 funds tracked by Wall St. Rank hold CMS as of Q3 2024.

  • Richardson Capital Management reported no remaining CMS Energy position as of Q3 2024 after selling out during the quarter.
  • Richardson Capital Management sold 25 CMS Energy shares in Q3 2024, an estimated $1.49K.
  • Richardson Capital Management first reported a position in CMS Energy in Q2 2024 and held it in 1 quarter.
  • Richardson Capital Management's CMS Energy position peaked at $1.49K in Q2 2024.
  • 708 funds tracked by Wall St. Rank held CMS Energy as of Q3 2024.

Based on Richardson Capital Management's 13F filing for Q3 2024, filed 5 Nov 2024.