Gideon Capital Advisors’s CMS Energy CMS Stock Holding History

Gideon Capital Advisors’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
2020 Q1	–	Sell	-6,060	Closed	-$381K	–	43
2019 Q4	$381K	Buy	+6,060	New	+$378K	0.13%	193
2018 Q1	–	Sell	-5,957	Closed	-$282K	–	365
2017 Q4	$282K	Buy	+5,957	New	+$289K	0.25%	180
2017 Q1	–	Sell	-7,199	Closed	-$300K	–	411
2016 Q4	$300K	Sell	7,199 -18,882	-72%	-$772K	0.19%	251
2016 Q3	$1.1M	Buy	+26,081	New	+$1.14M	0.66%	49
2016 Q2	–	Sell	-17,635	Closed	-$748K	–	206
2016 Q1	$748K	Buy	+17,635	New	+$691K	0.93%	36
2015 Q2	–	Sell	-7,949	Closed	-$277K	–	244
2015 Q1	$277K	Buy	+7,949	New	+$282K	0.11%	192
2014 Q3	–	Sell	-47,728	Closed	-$1.49M	–	282
2014 Q2	$1.49M	Buy	+47,728	New	+$1.42M	0.54%	63

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 World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

PAMU

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Gideon Capital Advisors's CMS Position: Q1 2020 in Review

Gideon Capital Advisors sold out of CMS Energy (CMS) in Q1 2020, closing a stake of 6,060 shares — an estimated $381K sold.

Gideon Capital Advisors first reported a position in CMS in Q2 2014 and held it in 7 quarters. The position peaked at $1.49M in Q2 2014. 564 funds tracked by Wall St. Rank hold CMS as of Q1 2020.

Gideon Capital Advisors reported no remaining CMS Energy position as of Q1 2020 after selling out during the quarter.
Gideon Capital Advisors sold 6,060 CMS Energy shares in Q1 2020, an estimated $381K.
Gideon Capital Advisors first reported a position in CMS Energy in Q2 2014 and held it in 7 quarters.
Gideon Capital Advisors's CMS Energy position peaked at $1.49M in Q2 2014.
564 funds tracked by Wall St. Rank held CMS Energy as of Q1 2020.

Based on Gideon Capital Advisors's 13F filing for Q1 2020.