Tradewinds Capital Management’s CMS Energy CMS Stock Holding History

Tradewinds Capital Management’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	-247	Closed	-$17K	–	494
2022 Q1	$17K	Buy	247 +2	+0.8%	+$130	﹤0.01%	397
2021 Q4	$16K	Buy	245 +1	+0.4%	+$61	﹤0.01%	407
2021 Q3	$15K	Buy	244 +2	+0.8%	+$125	﹤0.01%	399
2021 Q2	$14K	Buy	+242	New	+$15.1K	﹤0.01%	413

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

Tradewinds Capital Management's CMS Position: Q2 2022 in Review

Tradewinds Capital Management sold out of CMS Energy (CMS) in Q2 2022, closing a stake of 247 shares — an estimated $17K sold.

Tradewinds Capital Management first reported a position in CMS in Q2 2021 and held it in 4 quarters. The position peaked at $17K in Q1 2022. 626 funds tracked by Wall St. Rank hold CMS as of Q2 2022.

Tradewinds Capital Management reported no remaining CMS Energy position as of Q2 2022 after selling out during the quarter.
Tradewinds Capital Management sold 247 CMS Energy shares in Q2 2022, an estimated $17K.
Tradewinds Capital Management first reported a position in CMS Energy in Q2 2021 and held it in 4 quarters.
Tradewinds Capital Management's CMS Energy position peaked at $17K in Q1 2022.
626 funds tracked by Wall St. Rank held CMS Energy as of Q2 2022.

Based on Tradewinds Capital Management's 13F filing for Q2 2022, filed 21 Jul 2022.