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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 0.51% 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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.6B AUM 47.77% 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