Washington Trust Advisors’s CMS Energy CMS Stock Holding History

Washington Trust 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 Q2	–	Sell	-111	Closed	-$6.81K	–	685
2023 Q1	$6.81K	Hold	111	–	–	﹤0.01%	556
2022 Q4	$7.03K	Hold	111	–	–	﹤0.01%	547
2022 Q3	$6K	Buy	111 +15	+16%	+$1.01K	﹤0.01%	674
2022 Q2	$6K	Hold	96	–	–	﹤0.01%	708
2022 Q1	$7K	Hold	96	–	–	﹤0.01%	759
2021 Q4	$6K	Buy	+96	New	+$5.89K	﹤0.01%	812

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

Washington Trust Advisors's CMS Position: Q2 2023 in Review

Washington Trust Advisors sold out of CMS Energy (CMS) in Q2 2023, closing a stake of 111 shares — an estimated $6.81K sold.

Washington Trust Advisors first reported a position in CMS in Q4 2021 and held it in 6 quarters. The position peaked at $7.03K in Q4 2022. 627 funds tracked by Wall St. Rank hold CMS as of Q2 2023.

Washington Trust Advisors reported no remaining CMS Energy position as of Q2 2023 after selling out during the quarter.
Washington Trust Advisors sold 111 CMS Energy shares in Q2 2023, an estimated $6.81K.
Washington Trust Advisors first reported a position in CMS Energy in Q4 2021 and held it in 6 quarters.
Washington Trust Advisors's CMS Energy position peaked at $7.03K in Q4 2022.
627 funds tracked by Wall St. Rank held CMS Energy as of Q2 2023.

Based on Washington Trust Advisors's 13F filing for Q2 2023, filed 27 Jul 2023.