Echo Street Capital Management’s CMS Energy CMS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
-996,192
Closed -$52.9M 92
2023
Q3
$52.9M Buy
996,192
+6,793
+0.7% +$393K 0.49% 53
2023
Q2
$58.1M Sell
989,399
-1,645,945
-62% -$99.3M 0.5% 55
2023
Q1
$162M Buy
2,635,344
+285,420
+12% +$17.5M 1.46% 22
2022
Q4
$149M Sell
2,349,924
-5,096
-0.2% -$301K 1.44% 25
2022
Q3
$137M Buy
2,355,020
+416,810
+22% +$28M 1.31% 29
2022
Q2
$131M Buy
1,938,210
+421,371
+28% +$29.1M 1.19% 33
2022
Q1
$106M Buy
1,516,839
+1,508,166
+17,389% +$97.8M 0.76% 69
2021
Q4
$564K Buy
+8,673
New +$532K ﹤0.01% 381
2021
Q3
Sell
-7,366
Closed -$435K 643
2021
Q2
$435K Sell
7,366
-398,811
-98% -$24.8M ﹤0.01% 403
2021
Q1
$24.9M Buy
406,177
+119,193
+42% +$6.85M 0.22% 96
2020
Q4
$17.5M Buy
286,984
+232,719
+429% +$14.5M 0.18% 93
2020
Q3
$3.33M Sell
54,265
-358,374
-87% -$21.9M 0.06% 97
2020
Q2
$24.1M Buy
+412,639
New +$23.9M 0.29% 120
2020
Q1
Sell
-147,402
Closed -$9.26M 180
2019
Q4
$9.26M Buy
+147,402
New +$9.19M 0.14% 148
2019
Q3
Sell
-136,928
Closed -$7.93M 186
2019
Q2
$7.93M Sell
136,928
-47,525
-26% -$2.67M 0.14% 151
2019
Q1
$10.2M Buy
184,453
+12,812
+7% +$675K 0.2% 135
2018
Q4
$8.52M Buy
+171,641
New +$8.67M 0.22% 126

Other funds holding CMS

Echo Street Capital Management's CMS Position: Q4 2023 in Review

Echo Street Capital Management sold out of CMS Energy (CMS) in Q4 2023, closing a stake of 996,192 shares — an estimated $52.9M sold.

Echo Street Capital Management first reported a position in CMS in Q4 2018 and held it in 17 quarters. The position peaked at $162M in Q1 2023. 633 funds tracked by Wall St. Rank hold CMS as of Q4 2023.

  • Echo Street Capital Management reported no remaining CMS Energy position as of Q4 2023 after selling out during the quarter.
  • Echo Street Capital Management sold 996,192 CMS Energy shares in Q4 2023, an estimated $52.9M.
  • Echo Street Capital Management first reported a position in CMS Energy in Q4 2018 and held it in 17 quarters.
  • Echo Street Capital Management's CMS Energy position peaked at $162M in Q1 2023.
  • 633 funds tracked by Wall St. Rank held CMS Energy as of Q4 2023.

Based on Echo Street Capital Management's 13F filing for Q4 2023, filed 8 Feb 2024.