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BTG Pactual Global Asset Management’s CMS Energy CMS Stock Holding History

BTG Pactual Global Asset 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
Q1 		– Sell
-29,662
Closed -$1.72M – 144
2023
Q4 		$1.72M Buy
+29,662
New +$1.66M 0.66% 39

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BTG Pactual Global Asset Management's CMS Position: Q1 2024 in Review

BTG Pactual Global Asset Management sold out of CMS Energy (CMS) in Q1 2024, closing a stake of 29,662 shares — an estimated $1.72M sold.

BTG Pactual Global Asset Management first reported a position in CMS in Q4 2023 and held it in 1 quarter. The position peaked at $1.72M in Q4 2023. 663 funds tracked by Wall St. Rank hold CMS as of Q1 2024.

  • BTG Pactual Global Asset Management reported no remaining CMS Energy position as of Q1 2024 after selling out during the quarter.
  • BTG Pactual Global Asset Management sold 29,662 CMS Energy shares in Q1 2024, an estimated $1.72M.
  • BTG Pactual Global Asset Management first reported a position in CMS Energy in Q4 2023 and held it in 1 quarter.
  • BTG Pactual Global Asset Management's CMS Energy position peaked at $1.72M in Q4 2023.
  • 663 funds tracked by Wall St. Rank held CMS Energy as of Q1 2024.

Based on BTG Pactual Global Asset Management's 13F filing for Q1 2024, filed 15 May 2024.