Steph & Co’s CMS Energy CMS Stock Holding History

Steph & Co’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	–	Sell	-151	Closed	-$8.02K	–	257
2023 Q3	$8.02K	Buy	+151	New	+$8.75K	﹤0.01%	258

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Steph & Co's CMS Position: Q4 2023 in Review

Steph & Co sold out of CMS Energy (CMS) in Q4 2023, closing a stake of 151 shares — an estimated $8.02K sold.

Steph & Co first reported a position in CMS in Q3 2023 and held it in 1 quarter. The position peaked at $8.02K in Q3 2023. 633 funds tracked by Wall St. Rank hold CMS as of Q4 2023.

Steph & Co reported no remaining CMS Energy position as of Q4 2023 after selling out during the quarter.
Steph & Co sold 151 CMS Energy shares in Q4 2023, an estimated $8.02K.
Steph & Co first reported a position in CMS Energy in Q3 2023 and held it in 1 quarter.
Steph & Co's CMS Energy position peaked at $8.02K in Q3 2023.
633 funds tracked by Wall St. Rank held CMS Energy as of Q4 2023.

Based on Steph & Co's 13F filing for Q4 2023, filed 31 Jan 2024.