Romano Brothers & Co’s CMS Energy CMS Stock Holding History

Romano Brothers & Co’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
2023 Q1	–	Sell	-105	Closed	-$6.65K	–	422
2022 Q4	$6.65K	Buy	+105	New	+$6.21K	﹤0.01%	791

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Romano Brothers & Co's CMS Position: Q1 2023 in Review

Romano Brothers & Co sold out of CMS Energy (CMS) in Q1 2023, closing a stake of 105 shares — an estimated $6.65K sold.

Romano Brothers & Co first reported a position in CMS in Q4 2022 and held it in 1 quarter. The position peaked at $6.65K in Q4 2022. 629 funds tracked by Wall St. Rank hold CMS as of Q1 2023.

Romano Brothers & Co reported no remaining CMS Energy position as of Q1 2023 after selling out during the quarter.
Romano Brothers & Co sold 105 CMS Energy shares in Q1 2023, an estimated $6.65K.
Romano Brothers & Co first reported a position in CMS Energy in Q4 2022 and held it in 1 quarter.
Romano Brothers & Co's CMS Energy position peaked at $6.65K in Q4 2022.
629 funds tracked by Wall St. Rank held CMS Energy as of Q1 2023.

Based on Romano Brothers & Co's 13F filing for Q1 2023, filed 13 Apr 2023.