Capital World Investors
CMS icon

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

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 $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Capital World Investors's CMS Position: Q1 2023 in Review

Capital World Investors sold out of CMS Energy (CMS) in Q1 2023, closing a stake of 843,726 shares — an estimated $53.4M sold.

Capital World Investors first reported a position in CMS in Q3 2018 and held it in 18 quarters. The position peaked at $963M in Q3 2019. 629 funds tracked by Wall St. Rank hold CMS as of Q1 2023.

  • Capital World Investors reported no remaining CMS Energy position as of Q1 2023 after selling out during the quarter.
  • Capital World Investors sold 843,726 CMS Energy shares in Q1 2023, an estimated $53.4M.
  • Capital World Investors first reported a position in CMS Energy in Q3 2018 and held it in 18 quarters.
  • Capital World Investors's CMS Energy position peaked at $963M in Q3 2019.
  • 629 funds tracked by Wall St. Rank held CMS Energy as of Q1 2023.

Based on Capital World Investors's 13F filing for Q1 2023, filed 15 May 2023.