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 $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 World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors

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

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return