SFG
CMS icon

Steward Financial Group’s CMS Energy CMS Stock Holding History

Steward Financial 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
2023
Q3 		$1K Buy
+32
New +$1.85K ﹤0.01% 1115
2022
Q3 		– Sell
-13
Closed – – 328
2022
Q2 		$0 Buy
+13
New +$898 ﹤0.01% 1032

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Steward Financial Group's CMS Position: Q3 2023 in Review

Steward Financial Group opened a new position in CMS Energy (CMS) in Q3 2023: 32 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1115 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in CMS as recently as Q2 2022.

Steward Financial Group first reported a position in CMS in Q2 2022 and has held it in 2 quarters since. 617 funds tracked by Wall St. Rank hold CMS as of Q3 2023.

  • Steward Financial Group held 32 shares of CMS Energy worth $1K as of Q3 2023.
  • CMS Energy was a new Steward Financial Group position in Q3 2023.
  • CMS Energy made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1115 holding.
  • Steward Financial Group first reported a position in CMS Energy in Q2 2022 and has held it in 2 quarters since.
  • 617 funds tracked by Wall St. Rank held CMS Energy as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.