Vigilant Capital Management’s CMS Energy CMS Stock Holding History

Vigilant 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
2023 Q2	$34K	Hold	582	–	–	﹤0.01%	312
2023 Q1	$36K	Sell	582 -78	-12%	-$4.79K	﹤0.01%	298
2022 Q4	$42K	Hold	660	–	–	﹤0.01%	285
2022 Q3	$38K	Hold	660	–	–	﹤0.01%	314
2022 Q2	$45K	Hold	660	–	–	﹤0.01%	282
2022 Q1	$46K	Hold	660	–	–	﹤0.01%	305
2021 Q4	$43K	Hold	660	–	–	﹤0.01%	333
2021 Q3	$39K	Buy	660 +78	+13%	+$4.87K	﹤0.01%	289
2021 Q2	$34K	Hold	582	–	–	﹤0.01%	302
2021 Q1	$36K	Hold	582	–	–	﹤0.01%	259
2020 Q4	$36K	Hold	582	–	–	﹤0.01%	248
2020 Q3	$36K	Hold	582	–	–	﹤0.01%	240
2020 Q2	$34K	Hold	582	–	–	﹤0.01%	230
2020 Q1	$34K	Hold	582	–	–	0.01%	225
2019 Q4	$37K	Hold	582	–	–	﹤0.01%	338
2019 Q3	$37K	Hold	582	–	–	﹤0.01%	276
2019 Q2	$34K	Hold	582	–	–	﹤0.01%	284
2019 Q1	$32K	Hold	582	–	–	﹤0.01%	294
2018 Q4	$29K	Sell	582 -8,000	-93%	-$404K	﹤0.01%	295
2018 Q3	$421K	Buy	8,582 +8,000	+1,375%	+$390K	0.06%	91
2018 Q2	$28K	Hold	582	–	–	﹤0.01%	315
2018 Q1	$26K	Hold	582	–	–	﹤0.01%	285
2017 Q4	$28K	Hold	582	–	–	﹤0.01%	275
2017 Q3	$27K	Hold	582	–	–	﹤0.01%	220
2017 Q2	$27K	Hold	582	–	–	﹤0.01%	198
2017 Q1	$26K	Hold	582	–	–	﹤0.01%	199
2016 Q4	$24K	Hold	582	–	–	﹤0.01%	210
2016 Q3	$24K	Hold	582	–	–	﹤0.01%	218
2016 Q2	$27K	Hold	582	–	–	0.01%	202
2016 Q1	$25K	Hold	582	–	–	0.01%	187
2015 Q4	$21K	Buy	+582	New	+$20.7K	﹤0.01%	209

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Vigilant Capital Management's CMS Position: Q2 2023 in Review

Vigilant Capital Management held its CMS Energy (CMS) position steady in Q2 2023 at 582 shares worth $34K. The position accounts for ﹤0.01% of the portfolio, ranked #312.

Vigilant Capital Management first reported a position in CMS in Q4 2015 and has held it in 31 quarters since. The position peaked at $421K in Q3 2018. 628 funds tracked by Wall St. Rank hold CMS as of Q2 2023.

Vigilant Capital Management held 582 shares of CMS Energy worth $34K as of Q2 2023.
Vigilant Capital Management left its CMS Energy share count unchanged in Q2 2023.
CMS Energy made up ﹤0.01% of Vigilant Capital Management's portfolio in Q2 2023, its #312 holding.
Vigilant Capital Management first reported a position in CMS Energy in Q4 2015 and has held it in 31 quarters since.
Vigilant Capital Management's CMS Energy position peaked at $421K in Q3 2018.
628 funds tracked by Wall St. Rank held CMS Energy as of Q2 2023.

Based on Vigilant Capital Management's 13F filing for Q2 2023, filed 8 Aug 2023.