Sanford Advisory Services’s CMS Energy CMS Stock Holding History

Sanford Advisory Services’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 Q4	$439K	Buy	6,933 +6	+0.1%	+$355	0.1%	88
2022 Q3	$403K	Buy	6,927 +5	+0.1%	+$336	0.12%	72
2022 Q2	$467K	Buy	6,922 +5	+0.1%	+$345	0.13%	69
2022 Q1	$484K	Buy	6,917 +6	+0.1%	+$389	0.13%	65
2021 Q4	$450K	Buy	6,911 +5	+0.1%	+$307	0.1%	69
2021 Q3	$412K	Buy	6,906 +6	+0.1%	+$374	0.1%	73
2021 Q2	$408K	Buy	6,900 +5	+0.1%	+$311	0.11%	75
2021 Q1	$422K	Buy	6,895 +6	+0.1%	+$345	0.12%	68
2020 Q4	$420K	Buy	+6,889	New	+$431K	0.13%	62

Other funds holding CMS

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PAMS

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Sanford Advisory Services's CMS Position: Q4 2022 in Review

Sanford Advisory Services increased its CMS Energy (CMS) stake by 0.09% in Q4 2022, buying an estimated $355 and bringing the position to 6,933 shares worth $439K. The position accounts for 0.1% of the portfolio, ranked #88.

Sanford Advisory Services first reported a position in CMS in Q4 2020 and has held it in 9 quarters since. The position peaked at $484K in Q1 2022. 635 funds tracked by Wall St. Rank hold CMS as of Q4 2022.

Sanford Advisory Services held 6,933 shares of CMS Energy worth $439K as of Q4 2022.
Sanford Advisory Services bought 6 CMS Energy shares in Q4 2022, an estimated $355.
CMS Energy made up 0.1% of Sanford Advisory Services's portfolio in Q4 2022, its #88 holding.
Sanford Advisory Services first reported a position in CMS Energy in Q4 2020 and has held it in 9 quarters since.
Sanford Advisory Services's CMS Energy position peaked at $484K in Q1 2022.
635 funds tracked by Wall St. Rank held CMS Energy as of Q4 2022.

Based on Sanford Advisory Services's 13F filing for Q4 2022, filed 8 Feb 2023.