SFSG
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Sound Financial Strategies Group’s CMS Energy CMS Stock Holding History

Sound Financial Strategies Group’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
2021
Q2 		– Sell
-9,232
Closed -$565K – 92
2021
Q1 		$565K Sell
9,232
-102
-1% -$5.86K 0.29% 61
2020
Q4 		$569K Buy
+9,334
New +$583K 0.31% 63

Other funds holding CMS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sound Financial Strategies Group's CMS Position: Q2 2021 in Review

Sound Financial Strategies Group sold out of CMS Energy (CMS) in Q2 2021, closing a stake of 9,232 shares — an estimated $565K sold.

Sound Financial Strategies Group first reported a position in CMS in Q4 2020 and held it in 2 quarters. The position peaked at $569K in Q4 2020. 574 funds tracked by Wall St. Rank hold CMS as of Q2 2021.

  • Sound Financial Strategies Group reported no remaining CMS Energy position as of Q2 2021 after selling out during the quarter.
  • Sound Financial Strategies Group sold 9,232 CMS Energy shares in Q2 2021, an estimated $565K.
  • Sound Financial Strategies Group first reported a position in CMS Energy in Q4 2020 and held it in 2 quarters.
  • Sound Financial Strategies Group's CMS Energy position peaked at $569K in Q4 2020.
  • 574 funds tracked by Wall St. Rank held CMS Energy as of Q2 2021.

Based on Sound Financial Strategies Group's 13F filing for Q2 2021, filed 30 Jul 2021.