SS
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Simplicity Solutions’s CMS Energy CMS Stock Holding History

Simplicity Solutions’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
Q4 		$603K Sell
10,384
-347
-3% -$19.4K 0.02% 605
2023
Q3 		$570K Sell
10,731
-834
-7% -$48.3K 0.02% 568
2023
Q2 		$679K Buy
11,565
+44
+0.4% +$2.65K 0.02% 577
2023
Q1 		$707K Buy
11,521
+6,403
+125% +$394K 0.02% 591
2022
Q4 		$324K Sell
5,118
-988
-16% -$58.4K 0.04% 456
2022
Q3 		$356K Buy
6,106
+1,695
+38% +$114K 0.05% 401
2022
Q2 		$298K Buy
4,411
+709
+19% +$49K 0.04% 443
2022
Q1 		$259K Sell
3,702
-3,352
-48% -$217K 0.03% 513
2021
Q4 		$458K Buy
7,054
+3,501
+99% +$215K 0.05% 412
2021
Q3 		$212K Buy
+3,553
New +$222K 0.03% 543
2021
Q1 		– Sell
-13,008
Closed -$794K – 556
2020
Q4 		$794K Buy
+13,008
New +$813K 0.01% 602
2020
Q2 		– Sell
-6,760
Closed -$397K – 881
2020
Q1 		$397K Buy
6,760
+2,272
+51% +$145K 0.01% 549
2019
Q4 		$282K Buy
+4,488
New +$280K 0.01% 684

Other funds holding CMS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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 $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Simplicity Solutions's CMS Position: Q4 2023 in Review

Simplicity Solutions reduced its CMS Energy (CMS) stake by 3.2% in Q4 2023, selling an estimated $19.4K and leaving 10,384 shares worth $603K. The position accounts for 0.02% of the portfolio, ranked #605.

Simplicity Solutions first reported a position in CMS in Q4 2019 and has held it in 13 quarters since. The position peaked at $794K in Q4 2020. 633 funds tracked by Wall St. Rank hold CMS as of Q4 2023.

  • Simplicity Solutions held 10,384 shares of CMS Energy worth $603K as of Q4 2023.
  • Simplicity Solutions sold 347 CMS Energy shares in Q4 2023, an estimated $19.4K.
  • CMS Energy made up 0.02% of Simplicity Solutions's portfolio in Q4 2023, its #605 holding.
  • Simplicity Solutions first reported a position in CMS Energy in Q4 2019 and has held it in 13 quarters since.
  • Simplicity Solutions's CMS Energy position peaked at $794K in Q4 2020.
  • 633 funds tracked by Wall St. Rank held CMS Energy as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.