BC
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Barnett & Company’s CMS Energy CMS Stock Holding History

Barnett & Company’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
2020
Q2 		– Sell
-218
Closed -$13K – 308
2020
Q1 		$13K Sell
218
-14
-6% -$896 0.01% 228
2019
Q4 		$15K Buy
232
+218
+1,557% +$13.6K 0.01% 267
2019
Q3 		$1K Buy
+14
New +$850 ﹤0.01% 354

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 $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 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

Barnett & Company's CMS Position: Q2 2020 in Review

Barnett & Company sold out of CMS Energy (CMS) in Q2 2020, closing a stake of 218 shares — an estimated $13K sold.

Barnett & Company first reported a position in CMS in Q3 2019 and held it in 3 quarters. The position peaked at $15K in Q4 2019. 556 funds tracked by Wall St. Rank hold CMS as of Q2 2020.

  • Barnett & Company reported no remaining CMS Energy position as of Q2 2020 after selling out during the quarter.
  • Barnett & Company sold 218 CMS Energy shares in Q2 2020, an estimated $13K.
  • Barnett & Company first reported a position in CMS Energy in Q3 2019 and held it in 3 quarters.
  • Barnett & Company's CMS Energy position peaked at $15K in Q4 2019.
  • 556 funds tracked by Wall St. Rank held CMS Energy as of Q2 2020.

Based on Barnett & Company's 13F filing for Q2 2020, filed 22 Jul 2020.