Capital World Investors
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Capital World Investors’s CMS Energy CMS Stock Holding History

Capital World Investors’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
2023
Q1 		– Sell
-843,726
Closed -$53.4M – 519
2022
Q4 		$53.4M Buy
843,726
+496
+0.1% +$29.3K 0.01% 388
2022
Q3 		$49.1M Buy
843,230
+738
+0.1% +$49.6K 0.01% 393
2022
Q2 		$56.9M Sell
842,492
-82,441
-9% -$5.69M 0.01% 381
2022
Q1 		$64.7M Sell
924,933
-10,369
-1% -$673K 0.01% 398
2021
Q4 		$60.8M Buy
935,302
+12,453
+1% +$765K 0.01% 418
2021
Q3 		$55.1M Sell
922,849
-3,469,400
-79% -$216M 0.01% 431
2021
Q2 		$259M Sell
4,392,249
-2,842,160
-39% -$177M 0.04% 286
2021
Q1 		$443M Buy
7,234,409
+11,262
+0.2% +$647K 0.08% 212
2020
Q4 		$441M Buy
7,223,147
+119,132
+2% +$7.45M 0.08% 213
2020
Q3 		$436M Sell
7,104,015
-8,357,067
-54% -$512M 0.1% 202
2020
Q2 		$903M Buy
15,461,082
+399,344
+3% +$23.1M 0.22% 115
2020
Q1 		$885M Buy
15,061,738
+1,588
+0% +$102K 0.26% 94
2019
Q4 		$946M Buy
15,060,150
+6,885
+0% +$429K 0.21% 115
2019
Q3 		$963M Buy
15,053,265
+34,541
+0.2% +$2.1M 0.23% 111
2019
Q2 		$870M Buy
15,018,724
+6,096
+0% +$342K 0.2% 121
2019
Q1 		$834M Sell
15,012,628
-55
-0% -$2.9K 0.2% 118
2018
Q4 		$745M Buy
15,012,683
+2,188,077
+17% +$111M 0.2% 120
2018
Q3 		$628M Buy
+12,824,606
New +$625M 0.15% 143

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Ameriprise
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Wells Fargo
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T. Rowe Price Associates
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PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return