FCH
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Freestone Capital Holdings’s CMS Energy CMS Stock Holding History

Freestone Capital Holdings’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
2022
Q3 		– Sell
-3,365
Closed -$227K – 392
2022
Q2 		$227K Sell
3,365
-764
-19% -$52.8K 0.01% 372
2022
Q1 		$289K Sell
4,129
-252
-6% -$16.3K 0.01% 475
2021
Q4 		$285K Buy
4,381
+202
+5% +$12.4K 0.01% 414
2021
Q3 		$250K Buy
+4,179
New +$261K 0.01% 375
2021
Q2 		– Sell
-3,581
Closed -$219K – 417
2021
Q1 		$219K Buy
3,581
+636
+22% +$36.6K 0.01% 370
2020
Q4 		$180K Buy
2,945
+793
+37% +$49.6K 0.01% 363
2020
Q3 		$132K Buy
+2,152
New +$132K 0.01% 373
2014
Q2 		– Sell
-7,905
Closed -$231K – 222
2014
Q1 		$231K Sell
7,905
-1,513
-16% -$41.9K 0.04% 178
2013
Q4 		$252K Sell
9,418
-105,885
-92% -$2.85M 0.04% 244
2013
Q3 		$2.72M Buy
+115,303
New +$3.13M 0.48% 38

Other funds holding CMS

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B 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 $530B AUM 22.01% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return