AIM
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Ausbil Investment Management’s CMS Energy CMS Stock Holding History

Ausbil Investment Management’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
2024
Q4 		– Sell
-76,500
Closed -$5.4M – 73
2024
Q3 		$5.4M Buy
76,500
+11,063
+17% +$726K 1.86% 22
2024
Q2 		$3.9M Sell
65,437
-2,288
-3% -$138K 1.8% 19
2024
Q1 		$4.06M Buy
+67,725
New +$3.93M 2.03% 19

Other funds holding CMS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ausbil Investment Management's CMS Position: Q4 2024 in Review

Ausbil Investment Management sold out of CMS Energy (CMS) in Q4 2024, closing a stake of 76,500 shares — an estimated $5.4M sold.

Ausbil Investment Management first reported a position in CMS in Q1 2024 and held it in 3 quarters. The position peaked at $5.4M in Q3 2024. 715 funds tracked by Wall St. Rank hold CMS as of Q4 2024.

  • Ausbil Investment Management reported no remaining CMS Energy position as of Q4 2024 after selling out during the quarter.
  • Ausbil Investment Management sold 76,500 CMS Energy shares in Q4 2024, an estimated $5.4M.
  • Ausbil Investment Management first reported a position in CMS Energy in Q1 2024 and held it in 3 quarters.
  • Ausbil Investment Management's CMS Energy position peaked at $5.4M in Q3 2024.
  • 715 funds tracked by Wall St. Rank held CMS Energy as of Q4 2024.

Based on Ausbil Investment Management's 13F filing for Q4 2024, filed 23 Jan 2025.