Element Capital Management’s CMS Energy CMS Stock Holding History

Element Capital 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 Q4	–	Sell	-31,967	Closed	-$1.7M	–	50
2023 Q3	$1.7M	Sell	31,967 -6,287	-16%	-$364K	0.15%	160
2023 Q2	$2.25M	Buy	38,254 +2,031	+6%	+$123K	0.15%	158
2023 Q1	$2.22M	Buy	+36,223	New	+$2.23M	0.17%	122
2019 Q4	–	Sell	-18,494	Closed	-$1.18M	–	83
2019 Q3	$1.18M	Buy	+18,494	New	+$1.12M	0.1%	172
2018 Q4	–	Sell	-39,855	Closed	-$1.95M	–	685
2018 Q3	$1.95M	Buy	+39,855	New	+$1.94M	0.04%	290
2016 Q1	–	Sell	-7,452	Closed	-$269K	–	218
2015 Q4	$269K	Buy	+7,452	New	+$266K	0.05%	169

Other funds holding CMS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Geode Capital Management

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

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Capital Research Global Investors

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