TCWP’s CMS Energy CMS Stock Holding History

TCWP’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	-19	Closed	-$1K	–	586
2022 Q1	$1K	Buy	+19	New	+$1.23K	﹤0.01%	1475

Other funds holding CMS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

TCWP's CMS Position: Q2 2022 in Review

TCWP sold out of CMS Energy (CMS) in Q2 2022, closing a stake of 19 shares — an estimated $1K sold.

TCWP first reported a position in CMS in Q1 2022 and held it in 1 quarter. The position peaked at $1K in Q1 2022. 626 funds tracked by Wall St. Rank hold CMS as of Q2 2022.

TCWP reported no remaining CMS Energy position as of Q2 2022 after selling out during the quarter.
TCWP sold 19 CMS Energy shares in Q2 2022, an estimated $1K.
TCWP first reported a position in CMS Energy in Q1 2022 and held it in 1 quarter.
TCWP's CMS Energy position peaked at $1K in Q1 2022.
626 funds tracked by Wall St. Rank held CMS Energy as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.