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Wipfli Financial Advisors’s CMS Energy CMS Stock Holding History

Wipfli Financial 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
2022
Q3 		$140K Buy
+2,404
New +$162K 0.01% 576

Other funds holding CMS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Wipfli Financial Advisors's CMS Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in CMS Energy (CMS) in Q3 2022: 2,404 shares worth $140K. The stake represents 0.01% of the portfolio and ranks #576 among its holdings.

628 funds tracked by Wall St. Rank hold CMS as of Q3 2022.

  • Wipfli Financial Advisors held 2,404 shares of CMS Energy worth $140K as of Q3 2022.
  • CMS Energy was a new Wipfli Financial Advisors position in Q3 2022.
  • CMS Energy made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #576 holding.
  • 628 funds tracked by Wall St. Rank held CMS Energy as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.