SPWM
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Spartan Planning & Wealth Management’s CMS Energy CMS Stock Holding History

Spartan Planning & Wealth Management’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
Q2 		– Sell
-3,291
Closed -$230K – 104
2022
Q1 		$230K Buy
+3,291
New +$213K 0.29% 50

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Spartan Planning & Wealth Management's CMS Position: Q2 2022 in Review

Spartan Planning & Wealth Management sold out of CMS Energy (CMS) in Q2 2022, closing a stake of 3,291 shares — an estimated $230K sold.

Spartan Planning & Wealth Management first reported a position in CMS in Q1 2022 and held it in 1 quarter. The position peaked at $230K in Q1 2022. 626 funds tracked by Wall St. Rank hold CMS as of Q2 2022.

  • Spartan Planning & Wealth Management reported no remaining CMS Energy position as of Q2 2022 after selling out during the quarter.
  • Spartan Planning & Wealth Management sold 3,291 CMS Energy shares in Q2 2022, an estimated $230K.
  • Spartan Planning & Wealth Management first reported a position in CMS Energy in Q1 2022 and held it in 1 quarter.
  • Spartan Planning & Wealth Management's CMS Energy position peaked at $230K in Q1 2022.
  • 626 funds tracked by Wall St. Rank held CMS Energy as of Q2 2022.

Based on Spartan Planning & Wealth Management's 13F filing for Q2 2022, filed 10 Aug 2022.