American Investment Services’s CMS Energy CMS Stock Holding History

American Investment 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
2021 Q1	–	Sell	-4,225	Closed	-$258K	–	126
2020 Q4	$258K	Sell	4,225 -11,083	-72%	-$693K	0.08%	121
2020 Q3	$940K	Hold	15,308	–	–	0.32%	50
2020 Q2	$894K	Hold	15,308	–	–	0.31%	52
2020 Q1	$899K	Hold	15,308	–	–	0.34%	47
2019 Q4	$962K	Buy	15,308 +230	+2%	+$14.3K	0.29%	57
2019 Q3	$964K	Buy	15,078 +140	+0.9%	+$8.5K	0.3%	56
2019 Q2	$865K	Hold	14,938	–	–	0.27%	61
2019 Q1	$830K	Buy	+14,938	New	+$787K	0.26%	59
2015 Q4	–	Sell	-27,319	Closed	-$965K	–	81
2015 Q3	$965K	Sell	27,319 -1,436	-5%	-$48.4K	0.54%	35
2015 Q2	$916K	Buy	28,755 +1,717	+6%	+$57.7K	0.49%	38
2015 Q1	$944K	Sell	27,038 -1,615	-6%	-$57.3K	0.51%	39
2014 Q4	$996K	Sell	28,653 -5,264	-16%	-$172K	0.54%	38
2014 Q3	$1.01M	Hold	33,917	–	–	0.56%	33
2014 Q2	$1.06M	Sell	33,917 -8,012	-19%	-$238K	0.58%	35
2014 Q1	$1.23M	Sell	41,929 -1,196	-3%	-$33.1K	0.71%	23
2013 Q4	$1.15M	Hold	43,125	–	–	0.69%	25
2013 Q3	$1.14M	Hold	43,125	–	–	0.71%	25
2013 Q2	$1.17M	Buy	+43,125	New	+$1.21M	0.74%	29

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 $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

American Investment Services's CMS Position: Q1 2021 in Review

American Investment Services sold out of CMS Energy (CMS) in Q1 2021, closing a stake of 4,225 shares — an estimated $258K sold.

American Investment Services first reported a position in CMS in Q2 2013 and held it in 18 quarters. The position peaked at $1.23M in Q1 2014. 566 funds tracked by Wall St. Rank hold CMS as of Q1 2021.

American Investment Services reported no remaining CMS Energy position as of Q1 2021 after selling out during the quarter.
American Investment Services sold 4,225 CMS Energy shares in Q1 2021, an estimated $258K.
American Investment Services first reported a position in CMS Energy in Q2 2013 and held it in 18 quarters.
American Investment Services's CMS Energy position peaked at $1.23M in Q1 2014.
566 funds tracked by Wall St. Rank held CMS Energy as of Q1 2021.

Based on American Investment Services's 13F filing for Q1 2021, filed 10 May 2021.