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Tilia Fiduciary Partners’s CMS Energy CMS Stock Holding History

Tilia Fiduciary Partners’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 		– Sell
-335
Closed -$19.7K – 165
2023
Q2 		$19.7K Hold
335
– – 0.02% 300
2023
Q1 		$20.6K Hold
335
– – 0.02% 292
2022
Q4 		$21.2K Hold
335
– – 0.02% 281
2022
Q3 		$19K Hold
335
– – 0.02% 287
2022
Q2 		$22K Hold
335
– – 0.02% 283
2022
Q1 		$23K Hold
335
– – 0.02% 297
2021
Q4 		$22K Buy
+335
New +$20.6K 0.02% 319

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 $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Tilia Fiduciary Partners's CMS Position: Q3 2023 in Review

Tilia Fiduciary Partners sold out of CMS Energy (CMS) in Q3 2023, closing a stake of 335 shares — an estimated $19.7K sold.

Tilia Fiduciary Partners first reported a position in CMS in Q4 2021 and held it in 7 quarters. The position peaked at $23K in Q1 2022. 617 funds tracked by Wall St. Rank hold CMS as of Q3 2023.

  • Tilia Fiduciary Partners reported no remaining CMS Energy position as of Q3 2023 after selling out during the quarter.
  • Tilia Fiduciary Partners sold 335 CMS Energy shares in Q3 2023, an estimated $19.7K.
  • Tilia Fiduciary Partners first reported a position in CMS Energy in Q4 2021 and held it in 7 quarters.
  • Tilia Fiduciary Partners's CMS Energy position peaked at $23K in Q1 2022.
  • 617 funds tracked by Wall St. Rank held CMS Energy as of Q3 2023.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2023, filed 10 Oct 2023.