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Strategic Asset Management’s CMS Energy CMS Stock Holding History

Strategic Asset 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
Q3 		$35K Hold
606
– – 0.06% 183
2022
Q2 		$41K Hold
606
– – 0.07% 176
2022
Q1 		$42K Hold
606
– – 0.06% 176
2021
Q4 		$39K Hold
606
– – 0.05% 187
2021
Q3 		$37K Buy
+606
New +$37.8K 0.05% 182

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
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
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Strategic Asset Management's CMS Position: Q3 2022 in Review

Strategic Asset Management held its CMS Energy (CMS) position steady in Q3 2022 at 606 shares worth $35K. The position accounts for 0.06% of the portfolio, ranked #183.

Strategic Asset Management first reported a position in CMS in Q3 2021 and has held it in 5 quarters since. The position peaked at $42K in Q1 2022. 627 funds tracked by Wall St. Rank hold CMS as of Q3 2022.

  • Strategic Asset Management held 606 shares of CMS Energy worth $35K as of Q3 2022.
  • Strategic Asset Management left its CMS Energy share count unchanged in Q3 2022.
  • CMS Energy made up 0.06% of Strategic Asset Management's portfolio in Q3 2022, its #183 holding.
  • Strategic Asset Management first reported a position in CMS Energy in Q3 2021 and has held it in 5 quarters since.
  • Strategic Asset Management's CMS Energy position peaked at $42K in Q1 2022.
  • 627 funds tracked by Wall St. Rank held CMS Energy as of Q3 2022.

Based on Strategic Asset Management's 13F filing for Q3 2022, filed 1 Nov 2022.