DC Investments Management’s CMS Energy CMS Stock Holding History

DC Investments Management’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 Q3	–	Sell	-6,234	Closed	-$364K	–	117
2020 Q2	$364K	Sell	6,234 -4,064	-39%	-$235K	0.13%	115
2020 Q1	$605K	Buy	10,298 +944	+10%	+$60.4K	0.49%	40
2019 Q4	$588K	Sell	9,354 -544	-5%	-$33.9K	0.45%	57
2019 Q3	$633K	Sell	9,898 -824	-8%	-$50K	0.37%	42
2019 Q2	$621K	Sell	10,722 -1,666	-13%	-$93.5K	0.35%	68
2019 Q1	$688K	Hold	12,388	–	–	0.44%	56
2018 Q4	$615K	Buy	12,388 +981	+9%	+$49.6K	0.5%	47
2018 Q3	$559K	Sell	11,407 -253	-2%	-$12.3K	0.38%	98
2018 Q2	$551K	Sell	11,660 -9,916	-46%	-$448K	0.35%	119
2018 Q1	$977K	Sell	21,576 -3,046	-12%	-$134K	0.66%	44
2017 Q4	$1.17M	Buy	+24,622	New	+$1.19M	0.48%	23

Other funds holding CMS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

DC Investments Management's CMS Position: Q3 2020 in Review

DC Investments Management sold out of CMS Energy (CMS) in Q3 2020, closing a stake of 6,234 shares — an estimated $364K sold.

DC Investments Management first reported a position in CMS in Q4 2017 and held it in 11 quarters. The position peaked at $1.17M in Q4 2017. 557 funds tracked by Wall St. Rank hold CMS as of Q3 2020.

DC Investments Management reported no remaining CMS Energy position as of Q3 2020 after selling out during the quarter.
DC Investments Management sold 6,234 CMS Energy shares in Q3 2020, an estimated $364K.
DC Investments Management first reported a position in CMS Energy in Q4 2017 and held it in 11 quarters.
DC Investments Management's CMS Energy position peaked at $1.17M in Q4 2017.
557 funds tracked by Wall St. Rank held CMS Energy as of Q3 2020.

Based on DC Investments Management's 13F filing for Q3 2020, filed 4 Nov 2020.