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U.S. Capital Wealth Advisors’s CMS Energy CMS Stock Holding History

U.S. 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
-1,334
Closed -$84.5K – 802
2022
Q4 		$84.5K Buy
+1,334
New +$78.9K ﹤0.01% 766

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

U.S. Capital Wealth Advisors's CMS Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of CMS Energy (CMS) in Q1 2023, closing a stake of 1,334 shares — an estimated $84.5K sold.

U.S. Capital Wealth Advisors first reported a position in CMS in Q4 2022 and held it in 1 quarter. The position peaked at $84.5K in Q4 2022. 629 funds tracked by Wall St. Rank hold CMS as of Q1 2023.

  • U.S. Capital Wealth Advisors reported no remaining CMS Energy position as of Q1 2023 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 1,334 CMS Energy shares in Q1 2023, an estimated $84.5K.
  • U.S. Capital Wealth Advisors first reported a position in CMS Energy in Q4 2022 and held it in 1 quarter.
  • U.S. Capital Wealth Advisors's CMS Energy position peaked at $84.5K in Q4 2022.
  • 629 funds tracked by Wall St. Rank held CMS Energy as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.