HI
CMS icon

Human Investing’s CMS Energy CMS Stock Holding History

Human Investing’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
-36
Closed -$2K – 136
2021
Q1 		$2K Hold
36
– – ﹤0.01% 278
2020
Q4 		$2K Hold
36
– – ﹤0.01% 277
2020
Q3 		$2K Hold
36
– – ﹤0.01% 276
2020
Q2 		$2K Hold
36
– – ﹤0.01% 281
2020
Q1 		$2K Sell
36
-40,009
-100% -$2.56M ﹤0.01% 267
2019
Q4 		$2.52M Sell
40,045
-1,425
-3% -$88.8K 0.82% 25
2019
Q3 		$2.65M Sell
41,470
-415
-1% -$25.2K 0.94% 20
2019
Q2 		$2.43M Sell
41,885
-2,649
-6% -$149K 0.89% 24
2019
Q1 		$2.47M Sell
44,534
-1,855
-4% -$97.8K 0.92% 26
2018
Q4 		$2.3M Buy
+46,389
New +$2.34M 0.96% 27

Other funds holding CMS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Franklin Resources
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Human Investing's CMS Position: Q2 2021 in Review

Human Investing sold out of CMS Energy (CMS) in Q2 2021, closing a stake of 36 shares — an estimated $2K sold.

Human Investing first reported a position in CMS in Q4 2018 and held it in 10 quarters. The position peaked at $2.65M in Q3 2019. 575 funds tracked by Wall St. Rank hold CMS as of Q2 2021.

  • Human Investing reported no remaining CMS Energy position as of Q2 2021 after selling out during the quarter.
  • Human Investing sold 36 CMS Energy shares in Q2 2021, an estimated $2K.
  • Human Investing first reported a position in CMS Energy in Q4 2018 and held it in 10 quarters.
  • Human Investing's CMS Energy position peaked at $2.65M in Q3 2019.
  • 575 funds tracked by Wall St. Rank held CMS Energy as of Q2 2021.

Based on Human Investing's 13F filing for Q2 2021, filed 2 Aug 2021.