CQS
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Credential Qtrade Securities’s CMS Energy CMS Stock Holding History

Credential Qtrade Securities’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 		– Sell
-200
Closed -$12.6K – 305
2019
Q4 		$12.6K Buy
+200
New +$12.5K ﹤0.01% 255

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 World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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 $484B AUM 34.9% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Credential Qtrade Securities's CMS Position: Q1 2020 in Review

Credential Qtrade Securities sold out of CMS Energy (CMS) in Q1 2020, closing a stake of 200 shares — an estimated $12.6K sold.

Credential Qtrade Securities first reported a position in CMS in Q4 2019 and held it in 1 quarter. The position peaked at $12.6K in Q4 2019. 564 funds tracked by Wall St. Rank hold CMS as of Q1 2020.

  • Credential Qtrade Securities reported no remaining CMS Energy position as of Q1 2020 after selling out during the quarter.
  • Credential Qtrade Securities sold 200 CMS Energy shares in Q1 2020, an estimated $12.6K.
  • Credential Qtrade Securities first reported a position in CMS Energy in Q4 2019 and held it in 1 quarter.
  • Credential Qtrade Securities's CMS Energy position peaked at $12.6K in Q4 2019.
  • 564 funds tracked by Wall St. Rank held CMS Energy as of Q1 2020.

Based on Credential Qtrade Securities's 13F filing for Q1 2020, filed 21 Jul 2025.