Sargent Bickham Lagudis’s CMS Energy CMS Stock Holding History

Sargent Bickham Lagudis’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	$99.7K	Sell	1,574 -202	-11%	-$11.9K	0.01%	336
2022 Q3	$103K	Buy	1,776 +806	+83%	+$54.2K	0.01%	313
2022 Q2	$65K	Hold	970	–	–	0.01%	375
2022 Q1	$68K	Hold	970	–	–	0.01%	394
2021 Q4	$63K	Hold	970	–	–	﹤0.01%	412
2021 Q3	$58K	Hold	970	–	–	﹤0.01%	417
2021 Q2	$57K	Hold	970	–	–	﹤0.01%	427
2021 Q1	$59K	Hold	970	–	–	0.01%	411
2020 Q4	$59K	Hold	970	–	–	0.01%	398
2020 Q3	$60K	Hold	970	–	–	0.01%	356
2020 Q2	$57K	Hold	970	–	–	0.01%	338
2020 Q1	$57K	Hold	970	–	–	0.01%	322
2019 Q4	$61K	Buy	970 +110	+13%	+$6.86K	0.01%	345
2019 Q3	$55K	Hold	860	–	–	0.01%	335
2019 Q2	$50K	Hold	860	–	–	0.01%	369
2019 Q1	$48K	Hold	860	–	–	0.01%	397
2018 Q4	$43K	Hold	860	–	–	0.01%	384
2018 Q3	$42K	Hold	860	–	–	0.01%	391
2018 Q2	$41K	Hold	860	–	–	0.01%	385
2018 Q1	$39K	Hold	860	–	–	﹤0.01%	395
2017 Q4	$41K	Hold	860	–	–	﹤0.01%	401
2017 Q3	$40K	Hold	860	–	–	0.01%	401
2017 Q2	$40K	Hold	860	–	–	0.01%	389
2017 Q1	$38K	Hold	860	–	–	﹤0.01%	401
2016 Q4	$36K	Hold	860	–	–	0.01%	385
2016 Q3	$36K	Sell	860 -105	-11%	-$4.58K	0.01%	402
2016 Q2	$44K	Buy	965 +105	+12%	+$4.41K	0.01%	356
2016 Q1	$36K	Buy	+860	New	+$33.7K	0.01%	409

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 $3.37T AUM 44.26% 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

PAMS

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

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

Sargent Bickham Lagudis's CMS Position: Q4 2022 in Review

Sargent Bickham Lagudis reduced its CMS Energy (CMS) stake by 11% in Q4 2022, selling an estimated $11.9K and leaving 1,574 shares worth $99.7K. The position accounts for 0.01% of the portfolio, ranked #336.

Sargent Bickham Lagudis first reported a position in CMS in Q1 2016 and has held it in 28 quarters since. The position peaked at $103K in Q3 2022. 634 funds tracked by Wall St. Rank hold CMS as of Q4 2022.

Sargent Bickham Lagudis held 1,574 shares of CMS Energy worth $99.7K as of Q4 2022.
Sargent Bickham Lagudis sold 202 CMS Energy shares in Q4 2022, an estimated $11.9K.
CMS Energy made up 0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #336 holding.
Sargent Bickham Lagudis first reported a position in CMS Energy in Q1 2016 and has held it in 28 quarters since.
Sargent Bickham Lagudis's CMS Energy position peaked at $103K in Q3 2022.
634 funds tracked by Wall St. Rank held CMS Energy as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.