AII
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AGF Investments Inc’s CMS Energy CMS Stock Holding History

AGF Investments Inc’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
2021
Q4 		– Sell
-3,000
Closed -$179K – 730
2021
Q3 		$179K Buy
3,000
+90
+3% +$5.62K ﹤0.01% 596
2021
Q2 		$172K Buy
+2,910
New +$181K ﹤0.01% 657
2020
Q2 		– Sell
-4,646
Closed -$273K – 822
2020
Q1 		$273K Buy
+4,646
New +$297K ﹤0.01% 481
2017
Q2 		– Sell
-197
Closed -$9K – 386
2017
Q1 		$9K Hold
197
– – ﹤0.01% 465
2016
Q4 		$8K Hold
197
– – ﹤0.01% 437
2016
Q3 		$8K Hold
197
– – ﹤0.01% 439
2016
Q2 		$9K Buy
+197
New +$8.28K ﹤0.01% 425

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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 $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

AGF Investments Inc's CMS Position: Q4 2021 in Review

AGF Investments Inc sold out of CMS Energy (CMS) in Q4 2021, closing a stake of 3,000 shares — an estimated $179K sold.

AGF Investments Inc first reported a position in CMS in Q2 2016 and held it in 7 quarters. The position peaked at $273K in Q1 2020. 584 funds tracked by Wall St. Rank hold CMS as of Q4 2021.

  • AGF Investments Inc reported no remaining CMS Energy position as of Q4 2021 after selling out during the quarter.
  • AGF Investments Inc sold 3,000 CMS Energy shares in Q4 2021, an estimated $179K.
  • AGF Investments Inc first reported a position in CMS Energy in Q2 2016 and held it in 7 quarters.
  • AGF Investments Inc's CMS Energy position peaked at $273K in Q1 2020.
  • 584 funds tracked by Wall St. Rank held CMS Energy as of Q4 2021.

Based on AGF Investments Inc's 13F filing for Q4 2021, filed 1 Feb 2022.