Aurora Investment Counsel’s CMS Energy CMS Stock Holding History

Aurora Investment Counsel’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
2023 Q1	–	Sell	-13,033	Closed	-$825K	–	115
2022 Q4	$825K	Sell	13,033 -759	-6%	-$44.9K	0.57%	93
2022 Q3	$803K	Buy	13,792 +556	+4%	+$37.4K	0.61%	90
2022 Q2	$893K	Buy	13,236 +44	+0.3%	+$3.04K	0.64%	88
2022 Q1	$923K	Buy	13,192 +243	+2%	+$15.8K	0.59%	101
2021 Q4	$842K	Buy	12,949 +1,972	+18%	+$121K	0.5%	107
2021 Q3	$656K	Buy	10,977 +425	+4%	+$26.5K	0.46%	109
2021 Q2	$623K	Sell	10,552 -56	-0.5%	-$3.48K	0.44%	109
2021 Q1	$649K	Sell	10,608 -2,975	-22%	-$171K	0.48%	101
2020 Q4	$829K	Buy	13,583 +22	+0.2%	+$1.38K	0.67%	80
2020 Q3	$866K	Buy	+13,561	New	+$830K	0.71%	78

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 $3.38T AUM 44.17% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

PAMS

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

Aurora Investment Counsel's CMS Position: Q1 2023 in Review

Aurora Investment Counsel sold out of CMS Energy (CMS) in Q1 2023, closing a stake of 13,033 shares — an estimated $825K sold.

Aurora Investment Counsel first reported a position in CMS in Q3 2020 and held it in 10 quarters. The position peaked at $923K in Q1 2022. 629 funds tracked by Wall St. Rank hold CMS as of Q1 2023.

Aurora Investment Counsel reported no remaining CMS Energy position as of Q1 2023 after selling out during the quarter.
Aurora Investment Counsel sold 13,033 CMS Energy shares in Q1 2023, an estimated $825K.
Aurora Investment Counsel first reported a position in CMS Energy in Q3 2020 and held it in 10 quarters.
Aurora Investment Counsel's CMS Energy position peaked at $923K in Q1 2022.
629 funds tracked by Wall St. Rank held CMS Energy as of Q1 2023.

Based on Aurora Investment Counsel's 13F filing for Q1 2023, filed 5 Jun 2023.