V Wealth Advisors’s CMS Energy CMS Stock Holding History

V 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 Q3	–	Sell	-4,444	Closed	-$261K	–	156
2023 Q2	$261K	Sell	4,444 -34	-0.8%	-$2.05K	0.04%	310
2023 Q1	$275K	Buy	4,478 +34	+0.8%	+$2.09K	0.05%	307
2022 Q4	$281K	Buy	+4,444	New	+$263K	0.06%	290
2017 Q3	–	Sell	-621	Closed	-$29K	–	287
2017 Q2	$29K	Buy	+621	New	+$28.7K	0.01%	396

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

V Wealth Advisors's CMS Position: Q3 2023 in Review

V Wealth Advisors sold out of CMS Energy (CMS) in Q3 2023, closing a stake of 4,444 shares — an estimated $261K sold.

V Wealth Advisors first reported a position in CMS in Q2 2017 and held it in 4 quarters. The position peaked at $281K in Q4 2022. 617 funds tracked by Wall St. Rank hold CMS as of Q3 2023.

V Wealth Advisors reported no remaining CMS Energy position as of Q3 2023 after selling out during the quarter.
V Wealth Advisors sold 4,444 CMS Energy shares in Q3 2023, an estimated $261K.
V Wealth Advisors first reported a position in CMS Energy in Q2 2017 and held it in 4 quarters.
V Wealth Advisors's CMS Energy position peaked at $281K in Q4 2022.
617 funds tracked by Wall St. Rank held CMS Energy as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.