Fund Management at Engine No 1’s CMS Energy CMS Stock Holding History

Fund Management at Engine No 1’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	-4,169	Closed	-$221K	–	89
2023 Q3	$221K	Buy	4,169 +372	+10%	+$21.5K	0.03%	414
2023 Q2	$223K	Buy	3,797 +269	+8%	+$16.2K	0.04%	393
2023 Q1	$217K	Buy	3,528 +330	+10%	+$20.3K	0.04%	372
2022 Q4	$203K	Buy	+3,198	New	+$189K	0.05%	359

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Fund Management at Engine No 1's CMS Position: Q4 2023 in Review

Fund Management at Engine No 1 sold out of CMS Energy (CMS) in Q4 2023, closing a stake of 4,169 shares — an estimated $221K sold.

Fund Management at Engine No 1 first reported a position in CMS in Q4 2022 and held it in 4 quarters. The position peaked at $223K in Q2 2023. 632 funds tracked by Wall St. Rank hold CMS as of Q4 2023.

Fund Management at Engine No 1 reported no remaining CMS Energy position as of Q4 2023 after selling out during the quarter.
Fund Management at Engine No 1 sold 4,169 CMS Energy shares in Q4 2023, an estimated $221K.
Fund Management at Engine No 1 first reported a position in CMS Energy in Q4 2022 and held it in 4 quarters.
Fund Management at Engine No 1's CMS Energy position peaked at $223K in Q2 2023.
632 funds tracked by Wall St. Rank held CMS Energy as of Q4 2023.

Based on Fund Management at Engine No 1's 13F filing for Q4 2023.