Berman Capital Advisors’s CMS Energy CMS Stock Holding History

Berman Capital Advisors’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 Q3	$114K	Buy	1,939 +12	+0.6%	+$749	0.02%	399
2021 Q2	$113K	Buy	1,927 +210	+12%	+$13.1K	0.02%	349
2021 Q1	$104K	Buy	1,717 +703	+69%	+$40.4K	0.02%	299
2020 Q4	$61K	Sell	1,014 -3	-0.3%	-$188	0.01%	351
2020 Q3	$62K	Buy	1,017 +43	+4%	+$2.63K	0.02%	294
2020 Q2	$56K	Buy	974 +7	+0.7%	+$405	0.01%	305
2020 Q1	$55K	Buy	967 +56	+6%	+$3.58K	0.02%	278
2019 Q4	$57K	Buy	911 +2	+0.2%	+$125	0.02%	300
2019 Q3	$58K	Buy	909 +1	+0.1%	+$61	0.02%	281
2019 Q2	$52K	Buy	908 +71	+8%	+$3.98K	0.02%	294
2019 Q1	$46K	Buy	837 +496	+145%	+$26.1K	0.02%	283
2018 Q4	$16K	Buy	+341	New	+$17.2K	0.01%	420

Other funds holding CMS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

PAMS

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Berman Capital Advisors's CMS Position: Q3 2021 in Review

Berman Capital Advisors increased its CMS Energy (CMS) stake by 0.62% in Q3 2021, buying an estimated $749 and bringing the position to 1,939 shares worth $114K. The position accounts for 0.02% of the portfolio, ranked #399.

Berman Capital Advisors first reported a position in CMS in Q4 2018 and has held it in 12 quarters since. 565 funds tracked by Wall St. Rank hold CMS as of Q3 2021.

Berman Capital Advisors held 1,939 shares of CMS Energy worth $114K as of Q3 2021.
Berman Capital Advisors bought 12 CMS Energy shares in Q3 2021, an estimated $749.
CMS Energy made up 0.02% of Berman Capital Advisors's portfolio in Q3 2021, its #399 holding.
Berman Capital Advisors first reported a position in CMS Energy in Q4 2018 and has held it in 12 quarters since.
565 funds tracked by Wall St. Rank held CMS Energy as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.