SWA
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Sutton Wealth Advisors’s CMS Energy CMS Stock Holding History

Sutton Wealth Advisors’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 		$3.5K Sell
66
-55
-45% -$3.19K ﹤0.01% 638
2023
Q2 		$7.11K Hold
121
– – ﹤0.01% 513
2023
Q1 		$7.43K Sell
121
-1,102
-90% -$67.7K ﹤0.01% 473
2022
Q4 		$77.5K Sell
1,223
-19
-2% -$1.12K 0.03% 292
2022
Q3 		$72.3K Sell
1,242
-18
-1% -$1.21K 0.03% 300
2022
Q2 		$85K Hold
1,260
– – 0.03% 263
2022
Q1 		$88.1K Buy
1,260
+18
+1% +$1.17K 0.03% 274
2021
Q4 		$80.8K Hold
1,242
– – 0.03% 302
2021
Q3 		$74.2K Hold
1,242
– – 0.03% 293
2021
Q2 		$73.4K Hold
1,242
– – 0.03% 303
2021
Q1 		$76K Hold
1,242
– – 0.03% 282
2020
Q4 		$75.8K Hold
1,242
– – 0.03% 265
2020
Q3 		$76.3K Buy
1,242
+14
+1% +$857 0.04% 236
2020
Q2 		$71.7K Hold
1,228
– – 0.04% 237
2020
Q1 		$72.1K Buy
1,228
+7
+0.6% +$448 0.05% 220
2019
Q4 		$76.7K Hold
1,221
– – 0.04% 240
2019
Q3 		$78.1K Hold
1,221
– – 0.04% 234
2019
Q2 		$70.7K Hold
1,221
– – 0.04% 238
2019
Q1 		$67.8K Hold
1,221
– – 0.04% 247
2018
Q4 		$60.6K Hold
1,221
– – 0.04% 246
2018
Q3 		$59.8K Hold
1,221
– – 0.04% 257
2018
Q2 		$57.7K Hold
1,221
– – 0.04% 254
2018
Q1 		$55.3K Hold
1,221
– – 0.04% 257
2017
Q4 		$57.8K Hold
1,221
– – 0.04% 249
2017
Q3 		$56.6K Hold
1,221
– – 0.04% 249
2017
Q2 		$56.5K Hold
1,221
– – 0.04% 248
2017
Q1 		$54.6K Hold
1,221
– – 0.05% 251
2016
Q4 		$50.8K Hold
1,221
– – 0.05% 264
2016
Q3 		$51.3K Hold
1,221
– – 0.05% 253
2016
Q2 		$56K Hold
1,221
– – 0.05% 236
2016
Q1 		$51.8K Buy
+1,221
New +$47.8K 0.05% 242

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

Sutton Wealth Advisors's CMS Position: Q3 2023 in Review

Sutton Wealth Advisors reduced its CMS Energy (CMS) stake by 45% in Q3 2023, selling an estimated $3.19K and leaving 66 shares worth $3.5K. The position accounts for ﹤0.01% of the portfolio, ranked #638.

Sutton Wealth Advisors first reported a position in CMS in Q1 2016 and has held it in 31 quarters since. The position peaked at $88.1K in Q1 2022. 618 funds tracked by Wall St. Rank hold CMS as of Q3 2023.

  • Sutton Wealth Advisors held 66 shares of CMS Energy worth $3.5K as of Q3 2023.
  • Sutton Wealth Advisors sold 55 CMS Energy shares in Q3 2023, an estimated $3.19K.
  • CMS Energy made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #638 holding.
  • Sutton Wealth Advisors first reported a position in CMS Energy in Q1 2016 and has held it in 31 quarters since.
  • Sutton Wealth Advisors's CMS Energy position peaked at $88.1K in Q1 2022.
  • 618 funds tracked by Wall St. Rank held CMS Energy as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.