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Ten Capital Wealth Advisors’s CMS Energy CMS Stock Holding History

Ten Capital 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
Q1 		– Sell
-13
Closed -$823 – 586
2022
Q4 		$823 Buy
+13
New +$769 ﹤0.01% 490

Other funds holding CMS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Ten Capital Wealth Advisors's CMS Position: Q1 2023 in Review

Ten Capital Wealth Advisors sold out of CMS Energy (CMS) in Q1 2023, closing a stake of 13 shares — an estimated $823 sold.

Ten Capital Wealth Advisors first reported a position in CMS in Q4 2022 and held it in 1 quarter. The position peaked at $823 in Q4 2022. 629 funds tracked by Wall St. Rank hold CMS as of Q1 2023.

  • Ten Capital Wealth Advisors reported no remaining CMS Energy position as of Q1 2023 after selling out during the quarter.
  • Ten Capital Wealth Advisors sold 13 CMS Energy shares in Q1 2023, an estimated $823.
  • Ten Capital Wealth Advisors first reported a position in CMS Energy in Q4 2022 and held it in 1 quarter.
  • Ten Capital Wealth Advisors's CMS Energy position peaked at $823 in Q4 2022.
  • 629 funds tracked by Wall St. Rank held CMS Energy as of Q1 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q1 2023, filed 4 May 2023.