Desjardins Global Asset Management’s CMS Energy CMS Stock Holding History

Desjardins Global Asset 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
2023 Q3	–	Sell	-954	Closed	-$56K	–	694
2023 Q2	$56K	Buy	954 +156	+20%	+$9.41K	0.01%	528
2023 Q1	$49K	Sell	798 -78	-9%	-$4.79K	0.01%	522
2022 Q4	$55K	Buy	876 +26	+3%	+$1.54K	0.01%	428
2022 Q3	$49K	Hold	850	–	–	0.01%	420
2022 Q2	$57K	Sell	850 -3,438	-80%	-$237K	0.01%	410
2022 Q1	$299K	Sell	4,288 -198	-4%	-$12.8K	0.03%	322
2021 Q4	$291K	Buy	+4,486	New	+$275K	0.02%	336

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Desjardins Global Asset Management's CMS Position: Q3 2023 in Review

Desjardins Global Asset Management sold out of CMS Energy (CMS) in Q3 2023, closing a stake of 954 shares — an estimated $56K sold.

Desjardins Global Asset Management first reported a position in CMS in Q4 2021 and held it in 7 quarters. The position peaked at $299K in Q1 2022. 617 funds tracked by Wall St. Rank hold CMS as of Q3 2023.

Desjardins Global Asset Management reported no remaining CMS Energy position as of Q3 2023 after selling out during the quarter.
Desjardins Global Asset Management sold 954 CMS Energy shares in Q3 2023, an estimated $56K.
Desjardins Global Asset Management first reported a position in CMS Energy in Q4 2021 and held it in 7 quarters.
Desjardins Global Asset Management's CMS Energy position peaked at $299K in Q1 2022.
617 funds tracked by Wall St. Rank held CMS Energy as of Q3 2023.

Based on Desjardins Global Asset Management's 13F filing for Q3 2023, filed 8 Nov 2023.