SP
CMS icon

Successful Portfolios’s CMS Energy CMS Stock Holding History

Successful Portfolios’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
-2,932
Closed -$205K – 191
2022
Q1 		$205K Buy
+2,932
New +$190K 0.12% 192
2019
Q4 		– Sell
-3,174
Closed -$203K – 164
2019
Q3 		$203K Buy
+3,174
New +$193K 0.19% 143

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

Successful Portfolios's CMS Position: Q2 2022 in Review

Successful Portfolios sold out of CMS Energy (CMS) in Q2 2022, closing a stake of 2,932 shares — an estimated $205K sold.

Successful Portfolios first reported a position in CMS in Q3 2019 and held it in 2 quarters. The position peaked at $205K in Q1 2022. 626 funds tracked by Wall St. Rank hold CMS as of Q2 2022.

  • Successful Portfolios reported no remaining CMS Energy position as of Q2 2022 after selling out during the quarter.
  • Successful Portfolios sold 2,932 CMS Energy shares in Q2 2022, an estimated $205K.
  • Successful Portfolios first reported a position in CMS Energy in Q3 2019 and held it in 2 quarters.
  • Successful Portfolios's CMS Energy position peaked at $205K in Q1 2022.
  • 626 funds tracked by Wall St. Rank held CMS Energy as of Q2 2022.

Based on Successful Portfolios's 13F filing for Q2 2022, filed 22 Jul 2022.