Artisan Partners
CMS icon

Artisan Partners’s CMS Energy CMS Stock Holding History

Artisan Partners’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
-2,924,334
Closed -$178M – 362
2020
Q4 		$178M Sell
2,924,334
-277,109
-9% -$17.3M 0.22% 121
2020
Q3 		$197M Buy
3,201,443
+137,777
+4% +$8.44M 0.28% 103
2020
Q2 		$179M Buy
3,063,666
+959,426
+46% +$55.6M 0.29% 99
2020
Q1 		$124M Buy
2,104,240
+1,236,612
+143% +$79.1M 0.26% 87
2019
Q4 		$54.5M Buy
+867,628
New +$54.1M 0.1% 177

Other funds holding CMS

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BlackRock
BlackRock New York $6.73T AUM 46.02% 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 World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Artisan Partners's CMS Position: Q1 2021 in Review

Artisan Partners sold out of CMS Energy (CMS) in Q1 2021, closing a stake of 2,924,334 shares — an estimated $178M sold.

Artisan Partners first reported a position in CMS in Q4 2019 and held it in 5 quarters. The position peaked at $197M in Q3 2020. 566 funds tracked by Wall St. Rank hold CMS as of Q1 2021.

  • Artisan Partners reported no remaining CMS Energy position as of Q1 2021 after selling out during the quarter.
  • Artisan Partners sold 2,924,334 CMS Energy shares in Q1 2021, an estimated $178M.
  • Artisan Partners first reported a position in CMS Energy in Q4 2019 and held it in 5 quarters.
  • Artisan Partners's CMS Energy position peaked at $197M in Q3 2020.
  • 566 funds tracked by Wall St. Rank held CMS Energy as of Q1 2021.

Based on Artisan Partners's 13F filing for Q1 2021, filed 11 May 2021.