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Ergoteles’s CMS Energy CMS Stock Holding History

Ergoteles’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
-6,165
Closed -$362K – 201
2023
Q2 		$362K Sell
6,165
-2,915
-32% -$176K 0.02% 726
2023
Q1 		$557K Buy
+9,080
New +$558K 0.02% 700
2022
Q4 		– Sell
-18,152
Closed -$1.06M – 1513
2022
Q3 		$1.06M Buy
18,152
+3,185
+21% +$214K 0.04% 461
2022
Q2 		$1.01M Buy
+14,967
New +$1.03M 0.03% 537
2022
Q1 		– Sell
-9,447
Closed -$615K – 1275
2021
Q4 		$615K Buy
+9,447
New +$580K 0.02% 568
2021
Q1 		– Sell
-8,757
Closed -$534K – 829
2020
Q4 		$534K Buy
8,757
+1,757
+25% +$110K 0.02% 439
2020
Q3 		$430K Buy
+7,000
New +$429K 0.06% 265

Other funds holding CMS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return