E. Ohman J:or Asset Management’s CMS Energy CMS Stock Holding History

E. Ohman J:or 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
2021 Q4	–	Sell	-13,100	Closed	-$782K	–	446
2021 Q3	$782K	Hold	13,100	–	–	0.02%	338
2021 Q2	$774K	Sell	13,100 -2,200	-14%	-$137K	0.02%	335
2021 Q1	$937K	Buy	15,300 +3,300	+28%	+$190K	0.03%	276
2020 Q4	$732K	Hold	12,000	–	–	0.03%	274
2020 Q3	$737K	Hold	12,000	–	–	0.04%	216
2020 Q2	$701K	Buy	+12,000	New	+$695K	0.04%	212
2018 Q2	–	Sell	-5,400	Closed	-$245K	–	406
2018 Q1	$245K	Sell	5,400 -3,200	-37%	-$140K	0.02%	419
2017 Q4	$407K	Hold	8,600	–	–	0.03%	307
2017 Q3	$398K	Hold	8,600	–	–	0.04%	295
2017 Q2	$398K	Buy	8,600 +2,500	+41%	+$116K	0.04%	285
2017 Q1	$273K	Hold	6,100	–	–	0.03%	354
2016 Q4	$254K	Hold	6,100	–	–	0.04%	346
2016 Q3	$256K	Buy	6,100 +1,500	+33%	+$65.5K	0.04%	324
2016 Q2	$211K	Hold	4,600	–	–	0.04%	342
2016 Q1	$195K	Hold	4,600	–	–	0.04%	342
2015 Q4	$166K	Hold	4,600	–	–	0.03%	392
2015 Q3	$162K	Hold	4,600	–	–	0.04%	375
2015 Q2	$146K	Hold	4,600	–	–	0.03%	441
2015 Q1	$161K	Hold	4,600	–	–	0.04%	429
2014 Q4	$162K	Sell	4,600 -3,000	-39%	-$98K	0.04%	427
2014 Q3	$225K	Hold	7,600	–	–	0.06%	329
2014 Q2	$237K	Hold	7,600	–	–	0.06%	327
2014 Q1	$223K	Hold	7,600	–	–	0.06%	338
2013 Q4	$203K	Hold	7,600	–	–	0.05%	357
2013 Q3	$200K	Hold	7,600	–	–	0.05%	369
2013 Q2	$206K	Buy	+7,600	New	+$213K	0.06%	333

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

E. Ohman J:or Asset Management's CMS Position: Q4 2021 in Review

E. Ohman J:or Asset Management sold out of CMS Energy (CMS) in Q4 2021, closing a stake of 13,100 shares — an estimated $782K sold.

E. Ohman J:or Asset Management first reported a position in CMS in Q2 2013 and held it in 26 quarters. The position peaked at $937K in Q1 2021. 584 funds tracked by Wall St. Rank hold CMS as of Q4 2021.

E. Ohman J:or Asset Management reported no remaining CMS Energy position as of Q4 2021 after selling out during the quarter.
E. Ohman J:or Asset Management sold 13,100 CMS Energy shares in Q4 2021, an estimated $782K.
E. Ohman J:or Asset Management first reported a position in CMS Energy in Q2 2013 and held it in 26 quarters.
E. Ohman J:or Asset Management's CMS Energy position peaked at $937K in Q1 2021.
584 funds tracked by Wall St. Rank held CMS Energy as of Q4 2021.

Based on E. Ohman J:or Asset Management's 13F filing for Q4 2021, filed 5 Apr 2024.