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Brookfield Public Securities Group’s CMS Energy CMS Stock Holding History

Brookfield Public Securities Group’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
Q1 		$145M Buy
2,473,000
+1,305,564
+112% +$83.5M 2.35% 13
2019
Q4 		$73.4M Buy
1,167,436
+38,659
+3% +$2.41M 0.77% 55
2019
Q3 		$72.2M Buy
+1,128,777
New +$68.5M 0.7% 54

Other funds holding CMS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Brookfield Public Securities Group's CMS Position: Q1 2020 in Review

Brookfield Public Securities Group increased its CMS Energy (CMS) stake by 112% in Q1 2020, buying an estimated $83.5M and bringing the position to 2,473,000 shares worth $145M. The position accounts for 2.35% of the portfolio, ranked #13.

Brookfield Public Securities Group first reported a position in CMS in Q3 2019 and has held it in 3 quarters since. 563 funds tracked by Wall St. Rank hold CMS as of Q1 2020.

  • Brookfield Public Securities Group held 2,473,000 shares of CMS Energy worth $145M as of Q1 2020.
  • Brookfield Public Securities Group bought 1,305,564 CMS Energy shares in Q1 2020, an estimated $83.5M.
  • CMS Energy made up 2.35% of Brookfield Public Securities Group's portfolio in Q1 2020, its #13 holding.
  • Brookfield Public Securities Group first reported a position in CMS Energy in Q3 2019 and has held it in 3 quarters since.
  • 563 funds tracked by Wall St. Rank held CMS Energy as of Q1 2020.

Based on Brookfield Public Securities Group's 13F filing for Q1 2020, filed 15 May 2020.