TFA
CMS icon

Toth Financial Advisory’s CMS Energy CMS Stock Holding History

Toth Financial Advisory’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
-148
Closed -$8.7K – 776
2023
Q2 		$8.7K Sell
148
-100
-40% -$6.03K ﹤0.01% 489
2023
Q1 		$15.2K Sell
248
-45
-15% -$2.77K ﹤0.01% 410
2022
Q4 		$18.6K Sell
293
-40
-12% -$2.37K ﹤0.01% 383
2022
Q3 		$19K Buy
333
+40
+14% +$2.69K ﹤0.01% 382
2022
Q2 		$20K Hold
293
– – ﹤0.01% 371
2022
Q1 		$20K Hold
293
– – ﹤0.01% 385
2021
Q4 		$19K Hold
293
– – ﹤0.01% 404
2021
Q3 		$18K Hold
293
– – ﹤0.01% 411
2021
Q2 		$17K Buy
+293
New +$18.2K ﹤0.01% 400
2021
Q1 		– Sell
-146
Closed -$9K – 679
2020
Q4 		$9K Hold
146
– – ﹤0.01% 415
2020
Q3 		$9K Buy
146
+1
+0.7% +$61 ﹤0.01% 377
2020
Q2 		$8K Buy
145
+1
+0.7% +$58 ﹤0.01% 372
2020
Q1 		$8K Buy
144
+1
+0.7% +$64 ﹤0.01% 291
2019
Q4 		$9K Buy
143
+1
+0.7% +$62 ﹤0.01% 311
2019
Q3 		$9K Buy
142
+1
+0.7% +$61 ﹤0.01% 321
2019
Q2 		$8K Buy
141
+1
+0.7% +$56 ﹤0.01% 331
2019
Q1 		$8K Buy
140
+1
+0.7% +$53 ﹤0.01% 313
2018
Q4 		$7K Buy
139
+1
+0.7% +$51 ﹤0.01% 300
2018
Q3 		$7K Buy
138
+1
+0.7% +$49 ﹤0.01% 336
2018
Q2 		$6K Buy
137
+1
+0.7% +$45 ﹤0.01% 341
2018
Q1 		$6K Buy
136
+1
+0.7% +$44 ﹤0.01% 348
2017
Q4 		$6K Buy
+135
New +$6.54K ﹤0.01% 349

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

Toth Financial Advisory's CMS Position: Q3 2023 in Review

Toth Financial Advisory sold out of CMS Energy (CMS) in Q3 2023, closing a stake of 148 shares — an estimated $8.7K sold.

Toth Financial Advisory first reported a position in CMS in Q4 2017 and held it in 22 quarters. The position peaked at $20K in Q2 2022. 617 funds tracked by Wall St. Rank hold CMS as of Q3 2023.

  • Toth Financial Advisory reported no remaining CMS Energy position as of Q3 2023 after selling out during the quarter.
  • Toth Financial Advisory sold 148 CMS Energy shares in Q3 2023, an estimated $8.7K.
  • Toth Financial Advisory first reported a position in CMS Energy in Q4 2017 and held it in 22 quarters.
  • Toth Financial Advisory's CMS Energy position peaked at $20K in Q2 2022.
  • 617 funds tracked by Wall St. Rank held CMS Energy as of Q3 2023.

Based on Toth Financial Advisory's 13F filing for Q3 2023, filed 12 Oct 2023.