TimeScale Financial’s CMS Energy CMS Stock Holding History

TimeScale Financial’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	$294	Hold	5	–	–	﹤0.01%	589
2023 Q1	$307	Hold	5	–	–	﹤0.01%	582
2022 Q4	$291	Hold	5	–	–	﹤0.01%	552
2022 Q3	$0	Hold	5	–	–	﹤0.01%	550
2022 Q2	$0	Hold	5	–	–	﹤0.01%	524
2022 Q1	$0	Hold	5	–	–	﹤0.01%	528
2021 Q4	$0	Buy	+5	New	+$307	﹤0.01%	518
2019 Q3	–	Sell	-99	Closed	-$6K	–	501
2019 Q2	$6K	Buy	+99	New	+$5.56K	﹤0.01%	398

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TimeScale Financial's CMS Position: Q2 2023 in Review

TimeScale Financial held its CMS Energy (CMS) position steady in Q2 2023 at 5 shares worth $294. The position accounts for ﹤0.01% of the portfolio, ranked #589.

TimeScale Financial first reported a position in CMS in Q2 2019 and has held it in 8 quarters since. The position peaked at $6K in Q2 2019. 628 funds tracked by Wall St. Rank hold CMS as of Q2 2023.

TimeScale Financial held 5 shares of CMS Energy worth $294 as of Q2 2023.
TimeScale Financial left its CMS Energy share count unchanged in Q2 2023.
CMS Energy made up ﹤0.01% of TimeScale Financial's portfolio in Q2 2023, its #589 holding.
TimeScale Financial first reported a position in CMS Energy in Q2 2019 and has held it in 8 quarters since.
TimeScale Financial's CMS Energy position peaked at $6K in Q2 2019.
628 funds tracked by Wall St. Rank held CMS Energy as of Q2 2023.

Based on TimeScale Financial's 13F filing for Q2 2023, filed 27 Jul 2023.