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Widmann Financial Services’s CMS Energy CMS Stock Holding History

Widmann Financial Services’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
2022
Q1 		– Sell
-1,000
Closed -$65K – 155
2021
Q4 		$65K Buy
+1,000
New +$61.4K 0.05% 154

Other funds holding CMS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Widmann Financial Services's CMS Position: Q1 2022 in Review

Widmann Financial Services sold out of CMS Energy (CMS) in Q1 2022, closing a stake of 1,000 shares — an estimated $65K sold.

Widmann Financial Services first reported a position in CMS in Q4 2021 and held it in 1 quarter. The position peaked at $65K in Q4 2021. 636 funds tracked by Wall St. Rank hold CMS as of Q1 2022.

  • Widmann Financial Services reported no remaining CMS Energy position as of Q1 2022 after selling out during the quarter.
  • Widmann Financial Services sold 1,000 CMS Energy shares in Q1 2022, an estimated $65K.
  • Widmann Financial Services first reported a position in CMS Energy in Q4 2021 and held it in 1 quarter.
  • Widmann Financial Services's CMS Energy position peaked at $65K in Q4 2021.
  • 636 funds tracked by Wall St. Rank held CMS Energy as of Q1 2022.

Based on Widmann Financial Services's 13F filing for Q1 2022, filed 4 May 2022.