Safeguard Financial’s CMS Energy CMS Stock Holding History

Safeguard Financial’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 Q3	–	Sell	-230	Closed	-$13K	–	152
2023 Q2	$13K	Buy	+230	New	+$13.9K	0.01%	301

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

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Safeguard Financial's CMS Position: Q3 2023 in Review

Safeguard Financial sold out of CMS Energy (CMS) in Q3 2023, closing a stake of 230 shares — an estimated $13K sold.

Safeguard Financial first reported a position in CMS in Q2 2023 and held it in 1 quarter. The position peaked at $13K in Q2 2023. 617 funds tracked by Wall St. Rank hold CMS as of Q3 2023.

Safeguard Financial reported no remaining CMS Energy position as of Q3 2023 after selling out during the quarter.
Safeguard Financial sold 230 CMS Energy shares in Q3 2023, an estimated $13K.
Safeguard Financial first reported a position in CMS Energy in Q2 2023 and held it in 1 quarter.
Safeguard Financial's CMS Energy position peaked at $13K in Q2 2023.
617 funds tracked by Wall St. Rank held CMS Energy as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.