Advisors Preferred’s CMS Energy CMS Stock Holding History

Advisors Preferred’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	–	Sell	-38,936	Closed	-$2.63M	–	152
2022 Q2	$2.63M	Buy	+38,936	New	+$2.69M	0.68%	23
2019 Q4	–	Sell	-474	Closed	-$30K	–	244
2019 Q3	$30K	Buy	474 +38	+9%	+$2.31K	0.01%	162
2019 Q2	$25K	Buy	+436	New	+$24.5K	0.01%	183
2019 Q1	–	Sell	-623	Closed	-$31K	–	199
2018 Q4	$31K	Buy	+623	New	+$31.5K	0.04%	102
2018 Q2	–	Sell	-3,076	Closed	-$139K	–	212
2018 Q1	$139K	Buy	+3,076	New	+$135K	0.06%	90
2016 Q2	–	Sell	-240	Closed	-$10K	–	224
2016 Q1	$10K	Sell	240 -113	-32%	-$4.43K	0.01%	153
2015 Q4	$13K	Sell	353 -108	-23%	-$3.85K	0.01%	157
2015 Q3	$16K	Buy	+461	New	+$15.5K	0.02%	116
2014 Q3	–	Sell	-3,484	Closed	-$109K	–	238
2014 Q2	$109K	Buy	3,484 +347	+11%	+$10.3K	0.05%	111
2014 Q1	$91.9K	Buy	3,137 +1,589	+103%	+$44K	0.04%	210
2013 Q4	$41K	Buy	+1,548	New	+$41.7K	0.02%	192

Other funds holding CMS

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors

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

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ)

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return