Valley Wealth Managers’s CMS Energy CMS Stock Holding History

Valley Wealth Managers’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	-500	Closed	-$29.4K	–	373
2023 Q2	$29.4K	Hold	500	–	–	﹤0.01%	233
2023 Q1	$30.7K	Hold	500	–	–	﹤0.01%	236
2022 Q4	$31.7K	Hold	500	–	–	﹤0.01%	251
2022 Q3	$29K	Hold	500	–	–	﹤0.01%	270
2022 Q2	$34K	Buy	+500	New	+$34.5K	﹤0.01%	270

Other funds holding CMS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Valley Wealth Managers's CMS Position: Q3 2023 in Review

Valley Wealth Managers sold out of CMS Energy (CMS) in Q3 2023, closing a stake of 500 shares — an estimated $29.4K sold.

Valley Wealth Managers first reported a position in CMS in Q2 2022 and held it in 5 quarters. The position peaked at $34K in Q2 2022. 617 funds tracked by Wall St. Rank hold CMS as of Q3 2023.

Valley Wealth Managers reported no remaining CMS Energy position as of Q3 2023 after selling out during the quarter.
Valley Wealth Managers sold 500 CMS Energy shares in Q3 2023, an estimated $29.4K.
Valley Wealth Managers first reported a position in CMS Energy in Q2 2022 and held it in 5 quarters.
Valley Wealth Managers's CMS Energy position peaked at $34K in Q2 2022.
617 funds tracked by Wall St. Rank held CMS Energy as of Q3 2023.

Based on Valley Wealth Managers's 13F filing for Q3 2023, filed 9 Nov 2023.