Hexavest’s CMS Energy CMS Stock Holding History

Hexavest’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	–	Sell	-52,895	Closed	-$3.24M	–	324
2021 Q1	$3.24M	Sell	52,895 -7,560	-13%	-$434K	0.14%	161
2020 Q4	$3.69M	Sell	60,455 -43,969	-42%	-$2.75M	0.14%	156
2020 Q3	$6.41M	Sell	104,424 -12,118	-10%	-$742K	0.17%	144
2020 Q2	$6.81M	Sell	116,542 -46,937	-29%	-$2.72M	0.16%	149
2020 Q1	$9.6M	Buy	+163,479	New	+$10.5M	0.17%	138

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Franklin Resources San Mateo, California $462B AUM 39.16% 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 $1.88T AUM 44.46% 1-Year Est. Return

Hexavest's CMS Position: Q2 2021 in Review

Hexavest sold out of CMS Energy (CMS) in Q2 2021, closing a stake of 52,895 shares — an estimated $3.24M sold.

Hexavest first reported a position in CMS in Q1 2020 and held it in 5 quarters. The position peaked at $9.6M in Q1 2020. 575 funds tracked by Wall St. Rank hold CMS as of Q2 2021.

Hexavest reported no remaining CMS Energy position as of Q2 2021 after selling out during the quarter.
Hexavest sold 52,895 CMS Energy shares in Q2 2021, an estimated $3.24M.
Hexavest first reported a position in CMS Energy in Q1 2020 and held it in 5 quarters.
Hexavest's CMS Energy position peaked at $9.6M in Q1 2020.
575 funds tracked by Wall St. Rank held CMS Energy as of Q2 2021.

Based on Hexavest's 13F filing for Q2 2021, filed 12 Jul 2021.