CSat Investment Advisory’s CMS Energy CMS Stock Holding History

CSat Investment Advisory’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 Q1	$53K	Buy	858 +278	+48%	+$16K	0.04%	174
2020 Q4	$35K	Sell	580 -761	-57%	-$47.6K	0.03%	232
2020 Q3	$83K	Buy	1,341 +86	+7%	+$5.27K	0.01%	536
2020 Q2	$73K	Buy	1,255 +301	+32%	+$17.4K	0.01%	580
2020 Q1	$56K	Buy	954 +38	+4%	+$2.43K	0.01%	493
2019 Q4	$57K	Buy	916 +182	+25%	+$11.3K	0.02%	587
2019 Q3	$47K	Buy	734 +3	+0.4%	+$182	0.01%	572
2019 Q2	$43K	Buy	731 +390	+114%	+$21.9K	0.02%	597
2019 Q1	$19K	Buy	341 +22	+7%	+$1.16K	0.01%	326
2018 Q4	$16K	Buy	319 +27	+9%	+$1.36K	0.01%	327
2018 Q3	$14K	Sell	292 -33	-10%	-$1.61K	0.01%	296
2018 Q2	$15K	Buy	+325	New	+$14.7K	0.01%	255

Other funds holding CMS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

CSat Investment Advisory's CMS Position: Q1 2021 in Review

CSat Investment Advisory increased its CMS Energy (CMS) stake by 48% in Q1 2021, buying an estimated $16K and bringing the position to 858 shares worth $53K. The position accounts for 0.04% of the portfolio, ranked #174.

CSat Investment Advisory first reported a position in CMS in Q2 2018 and has held it in 12 quarters since. The position peaked at $83K in Q3 2020. 566 funds tracked by Wall St. Rank hold CMS as of Q1 2021.

CSat Investment Advisory held 858 shares of CMS Energy worth $53K as of Q1 2021.
CSat Investment Advisory bought 278 CMS Energy shares in Q1 2021, an estimated $16K.
CMS Energy made up 0.04% of CSat Investment Advisory's portfolio in Q1 2021, its #174 holding.
CSat Investment Advisory first reported a position in CMS Energy in Q2 2018 and has held it in 12 quarters since.
CSat Investment Advisory's CMS Energy position peaked at $83K in Q3 2020.
566 funds tracked by Wall St. Rank held CMS Energy as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.