FormulaFolio Investments’s CMS Energy CMS Stock Holding History

FormulaFolio Investments’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 Q2	$10K	Buy	176 +38	+28%	+$2.36K	﹤0.01%	263
2021 Q1	$9K	Buy	+138	New	+$7.93K	﹤0.01%	280
2017 Q1	–	Sell	-7,351	Closed	-$306K	–	216
2016 Q4	$306K	Buy	+7,351	New	+$301K	0.04%	142
2016 Q3	–	Sell	-21,244	Closed	-$974K	–	144
2016 Q2	$974K	Buy	+21,244	New	+$892K	0.17%	48
2016 Q1	–	Sell	-30,445	Closed	-$1.1M	–	133
2015 Q4	$1.1M	Buy	+30,445	New	+$1.09M	0.28%	26

Other funds holding CMS

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

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

FormulaFolio Investments's CMS Position: Q2 2021 in Review

FormulaFolio Investments increased its CMS Energy (CMS) stake by 28% in Q2 2021, buying an estimated $2.36K and bringing the position to 176 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #263.

FormulaFolio Investments first reported a position in CMS in Q4 2015 and has held it in 5 quarters since. The position peaked at $1.1M in Q4 2015. 574 funds tracked by Wall St. Rank hold CMS as of Q2 2021.

FormulaFolio Investments held 176 shares of CMS Energy worth $10K as of Q2 2021.
FormulaFolio Investments bought 38 CMS Energy shares in Q2 2021, an estimated $2.36K.
CMS Energy made up ﹤0.01% of FormulaFolio Investments's portfolio in Q2 2021, its #263 holding.
FormulaFolio Investments first reported a position in CMS Energy in Q4 2015 and has held it in 5 quarters since.
FormulaFolio Investments's CMS Energy position peaked at $1.1M in Q4 2015.
574 funds tracked by Wall St. Rank held CMS Energy as of Q2 2021.

Based on FormulaFolio Investments's 13F filing for Q2 2021, filed 28 Jul 2021.