EARNEST Partners’s CMS Energy CMS Stock Holding History

EARNEST Partners’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 Q4	–	Sell	-333	Closed	-$17.7K	–	452
2023 Q3	$17.7K	Hold	333	–	–	﹤0.01%	517
2023 Q2	$19.6K	Hold	333	–	–	﹤0.01%	486
2023 Q1	$20.4K	Hold	333	–	–	﹤0.01%	477
2022 Q4	$21.1K	Hold	333	–	–	﹤0.01%	475
2022 Q3	$19K	Hold	333	–	–	﹤0.01%	461
2022 Q2	$22K	Hold	333	–	–	﹤0.01%	440
2022 Q1	$23K	Hold	333	–	–	﹤0.01%	462
2021 Q4	$22K	Hold	333	–	–	﹤0.01%	475
2021 Q3	$20K	Hold	333	–	–	﹤0.01%	481
2021 Q2	$20K	Hold	333	–	–	﹤0.01%	479
2021 Q1	$20K	Hold	333	–	–	﹤0.01%	463
2020 Q4	$20K	Hold	333	–	–	﹤0.01%	445
2020 Q3	$20K	Buy	333 +95	+40%	+$5.82K	﹤0.01%	405
2020 Q2	$14K	Sell	238 -108	-31%	-$6.25K	﹤0.01%	473
2020 Q1	$20K	Hold	346	–	–	﹤0.01%	376
2019 Q4	$22K	Hold	346	–	–	﹤0.01%	424
2019 Q3	$22K	Hold	346	–	–	﹤0.01%	419
2019 Q2	$20K	Buy	346 +107	+45%	+$6K	﹤0.01%	444
2019 Q1	$13K	Hold	239	–	–	﹤0.01%	513
2018 Q4	$12K	Hold	239	–	–	﹤0.01%	498
2018 Q3	$12K	Hold	239	–	–	﹤0.01%	530
2018 Q2	$11K	Hold	239	–	–	﹤0.01%	545
2018 Q1	$11K	Hold	239	–	–	﹤0.01%	536
2017 Q4	$11K	Buy	+239	New	+$11.6K	﹤0.01%	524
2017 Q1	–	Sell	-239	Closed	-$10K	–	379
2016 Q4	$10K	Buy	+239	New	+$9.77K	﹤0.01%	519

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

EARNEST Partners's CMS Position: Q4 2023 in Review

EARNEST Partners sold out of CMS Energy (CMS) in Q4 2023, closing a stake of 333 shares — an estimated $17.7K sold.

EARNEST Partners first reported a position in CMS in Q4 2016 and held it in 25 quarters. The position peaked at $23K in Q1 2022. 633 funds tracked by Wall St. Rank hold CMS as of Q4 2023.

EARNEST Partners reported no remaining CMS Energy position as of Q4 2023 after selling out during the quarter.
EARNEST Partners sold 333 CMS Energy shares in Q4 2023, an estimated $17.7K.
EARNEST Partners first reported a position in CMS Energy in Q4 2016 and held it in 25 quarters.
EARNEST Partners's CMS Energy position peaked at $23K in Q1 2022.
633 funds tracked by Wall St. Rank held CMS Energy as of Q4 2023.

Based on EARNEST Partners's 13F filing for Q4 2023, filed 14 Feb 2024.