TCI Wealth Advisors’s CMS Energy CMS Stock Holding History

TCI 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 Q2	–	Sell	-243	Closed	-$14.9K	–	607
2023 Q1	$14.9K	Buy	243 +157	+183%	+$9.65K	﹤0.01%	854
2022 Q4	$5.45K	Sell	86 -87	-50%	-$5.14K	﹤0.01%	1469
2022 Q3	$10K	Sell	173 -66	-28%	-$4.44K	﹤0.01%	993
2022 Q2	$16K	Sell	239 -2	-0.8%	-$138	﹤0.01%	726
2022 Q1	$17K	Sell	241 -2	-0.8%	-$130	﹤0.01%	759
2021 Q4	$16K	Sell	243 -48	-16%	-$2.95K	﹤0.01%	810
2021 Q3	$17K	Buy	291 +209	+255%	+$13K	﹤0.01%	748
2021 Q2	$5K	Hold	82	–	–	﹤0.01%	1414
2021 Q1	$5K	Hold	82	–	–	﹤0.01%	1232
2020 Q4	$5K	Hold	82	–	–	﹤0.01%	854
2020 Q3	$5K	Hold	82	–	–	﹤0.01%	753
2020 Q2	$5K	Sell	82 -30	-27%	-$1.74K	﹤0.01%	725
2020 Q1	$7K	Buy	112 +24	+27%	+$1.54K	﹤0.01%	631
2019 Q4	$6K	Buy	88 +8	+10%	+$499	﹤0.01%	801
2019 Q3	$5K	Hold	80	–	–	﹤0.01%	793
2019 Q2	$5K	Hold	80	–	–	﹤0.01%	757
2019 Q1	$4K	Hold	80	–	–	﹤0.01%	832
2018 Q4	$4K	Buy	80 +5	+7%	+$253	﹤0.01%	807
2018 Q3	$4K	Hold	75	–	–	﹤0.01%	834
2018 Q2	$4K	Buy	75 +5	+7%	+$226	﹤0.01%	829
2018 Q1	$3K	Hold	70	–	–	﹤0.01%	837
2017 Q4	$3K	Hold	70	–	–	﹤0.01%	889
2017 Q3	$3K	Hold	70	–	–	﹤0.01%	832
2017 Q2	$3K	Hold	70	–	–	﹤0.01%	861
2017 Q1	$3K	Hold	70	–	–	﹤0.01%	831
2016 Q4	$3K	Hold	70	–	–	﹤0.01%	899
2016 Q3	$3K	Hold	70	–	–	﹤0.01%	846
2016 Q2	$3K	Hold	70	–	–	﹤0.01%	824
2016 Q1	$3K	Buy	+70	New	+$2.74K	﹤0.01%	827

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

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

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

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

TCI Wealth Advisors's CMS Position: Q2 2023 in Review

TCI Wealth Advisors sold out of CMS Energy (CMS) in Q2 2023, closing a stake of 243 shares — an estimated $14.9K sold.

TCI Wealth Advisors first reported a position in CMS in Q1 2016 and held it in 29 quarters. The position peaked at $17K in Q1 2022. 627 funds tracked by Wall St. Rank hold CMS as of Q2 2023.

TCI Wealth Advisors reported no remaining CMS Energy position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 243 CMS Energy shares in Q2 2023, an estimated $14.9K.
TCI Wealth Advisors first reported a position in CMS Energy in Q1 2016 and held it in 29 quarters.
TCI Wealth Advisors's CMS Energy position peaked at $17K in Q1 2022.
627 funds tracked by Wall St. Rank held CMS Energy as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.