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Castleview Partners’s CMS Energy CMS Stock Holding History

Castleview Partners’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
Q2 		$9K Buy
+160
New +$9.95K ﹤0.01% 711

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 International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Castleview Partners's CMS Position: Q2 2021 in Review

Castleview Partners opened a new position in CMS Energy (CMS) in Q2 2021: 160 shares worth $9K. The stake represents ﹤0.01% of the portfolio and ranks #711 among its holdings.

574 funds tracked by Wall St. Rank hold CMS as of Q2 2021.

  • Castleview Partners held 160 shares of CMS Energy worth $9K as of Q2 2021.
  • CMS Energy was a new Castleview Partners position in Q2 2021.
  • CMS Energy made up ﹤0.01% of Castleview Partners's portfolio in Q2 2021, its #711 holding.
  • 574 funds tracked by Wall St. Rank held CMS Energy as of Q2 2021.

Based on Castleview Partners's 13F filing for Q2 2021, filed 17 Aug 2021.