American National Registered Investment Advisor’s CMS Energy CMS Stock Holding History

American National Registered Investment Advisor’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 Q1	$913K	Sell	13,060 -244	-2%	-$15.8K	0.33%	87
2021 Q4	$865K	Sell	13,304 -2	-0%	-$123	0.29%	97
2021 Q3	$795K	Sell	13,306 -27	-0.2%	-$1.69K	0.29%	104
2021 Q2	$788K	Sell	13,333 -737	-5%	-$45.8K	0.28%	106
2021 Q1	$861K	Sell	14,070 -928	-6%	-$53.3K	0.33%	92
2020 Q4	$915K	Hold	14,998	–	–	0.37%	82
2020 Q3	$921K	Hold	14,998	–	–	0.42%	73
2020 Q2	$876K	Hold	14,998	–	–	0.44%	72
2020 Q1	$881K	Sell	14,998 -495	-3%	-$31.7K	0.55%	56
2019 Q4	$974K	Hold	15,493	–	–	0.48%	67
2019 Q3	$991K	Hold	15,493	–	–	0.55%	55
2019 Q2	$897K	Sell	15,493 -300	-2%	-$16.8K	0.5%	61
2019 Q1	$877K	Sell	15,793 -330	-2%	-$17.4K	0.49%	64
2018 Q4	$801K	Hold	16,123	–	–	0.5%	64
2018 Q3	$790K	Sell	16,123 -4,125	-20%	-$201K	0.42%	82
2018 Q2	$957K	Hold	20,248	–	–	0.46%	67
2018 Q1	$917K	Sell	20,248 -305	-1%	-$13.4K	0.46%	68
2017 Q4	$972K	Hold	20,553	–	–	0.46%	66
2017 Q3	$952K	Sell	20,553 -3,600	-15%	-$170K	0.48%	64
2017 Q2	$1.12M	Hold	24,153	–	–	0.47%	66
2017 Q1	$1.08M	Hold	24,153	–	–	0.46%	66
2016 Q4	$1M	Hold	24,153	–	–	0.46%	68
2016 Q3	$1.01M	Hold	24,153	–	–	0.47%	65
2016 Q2	$1.11M	Hold	24,153	–	–	0.51%	58
2016 Q1	$1.02M	Hold	24,153	–	–	0.5%	59
2015 Q4	$871K	Hold	24,153	–	–	0.43%	72
2015 Q3	$853K	Hold	24,153	–	–	0.44%	72
2015 Q2	$769K	Hold	24,153	–	–	0.37%	96
2015 Q1	$843K	Sell	24,153 -650	-3%	-$23.1K	0.4%	83
2014 Q4	$862K	Sell	24,803 -40	-0.2%	-$1.31K	0.4%	86
2014 Q3	$737K	Sell	24,843 -67	-0.3%	-$2K	0.35%	102
2014 Q2	$776K	Hold	24,910	–	–	0.37%	100
2014 Q1	$729K	Sell	24,910 -200	-0.8%	-$5.54K	0.36%	103
2013 Q4	$672K	Sell	25,110 -65	-0.3%	-$1.75K	0.34%	110
2013 Q3	$663K	Sell	25,175 -825	-3%	-$22.4K	0.38%	99
2013 Q2	$706K	Buy	+26,000	New	+$730K	0.4%	85

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

PAMS

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

American National Registered Investment Advisor's CMS Position: Q1 2022 in Review

American National Registered Investment Advisor reduced its CMS Energy (CMS) stake by 1.8% in Q1 2022, selling an estimated $15.8K and leaving 13,060 shares worth $913K. The position accounts for 0.33% of the portfolio, ranked #87.

American National Registered Investment Advisor first reported a position in CMS in Q2 2013 and has held it in 36 quarters since. The position peaked at $1.12M in Q2 2017. 636 funds tracked by Wall St. Rank hold CMS as of Q1 2022.

American National Registered Investment Advisor held 13,060 shares of CMS Energy worth $913K as of Q1 2022.
American National Registered Investment Advisor sold 244 CMS Energy shares in Q1 2022, an estimated $15.8K.
CMS Energy made up 0.33% of American National Registered Investment Advisor's portfolio in Q1 2022, its #87 holding.
American National Registered Investment Advisor first reported a position in CMS Energy in Q2 2013 and has held it in 36 quarters since.
American National Registered Investment Advisor's CMS Energy position peaked at $1.12M in Q2 2017.
636 funds tracked by Wall St. Rank held CMS Energy as of Q1 2022.

Based on American National Registered Investment Advisor's 13F filing for Q1 2022, filed 13 May 2022.