H2O AM’s CMS Energy CMS Stock Holding History

H2O AM’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 Q4	$59K	Buy	+962	New	+$60.1K	0.14%	75

Other funds holding CMS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

PAMU

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

H2O AM's CMS Position: Q4 2020 in Review

H2O AM opened a new position in CMS Energy (CMS) in Q4 2020: 962 shares worth $59K. The stake represents 0.14% of the portfolio and ranks #75 among its holdings.

558 funds tracked by Wall St. Rank hold CMS as of Q4 2020.

H2O AM held 962 shares of CMS Energy worth $59K as of Q4 2020.
CMS Energy was a new H2O AM position in Q4 2020.
CMS Energy made up 0.14% of H2O AM's portfolio in Q4 2020, its #75 holding.
558 funds tracked by Wall St. Rank held CMS Energy as of Q4 2020.

Based on H2O AM's 13F filing for Q4 2020, filed 12 Feb 2021.