IAIM
CMS icon

Industrial Alliance Investment Management’s CMS Energy CMS Stock Holding History

Industrial Alliance Investment Management’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
Q2 		– Sell
-147,305
Closed -$9.04M – 232
2023
Q1 		$9.04M Buy
+147,305
New +$9.05M 0.25% 82

Other funds holding CMS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Industrial Alliance Investment Management's CMS Position: Q2 2023 in Review

Industrial Alliance Investment Management sold out of CMS Energy (CMS) in Q2 2023, closing a stake of 147,305 shares — an estimated $9.04M sold.

Industrial Alliance Investment Management first reported a position in CMS in Q1 2023 and held it in 1 quarter. The position peaked at $9.04M in Q1 2023. 629 funds tracked by Wall St. Rank hold CMS as of Q2 2023.

  • Industrial Alliance Investment Management reported no remaining CMS Energy position as of Q2 2023 after selling out during the quarter.
  • Industrial Alliance Investment Management sold 147,305 CMS Energy shares in Q2 2023, an estimated $9.04M.
  • Industrial Alliance Investment Management first reported a position in CMS Energy in Q1 2023 and held it in 1 quarter.
  • Industrial Alliance Investment Management's CMS Energy position peaked at $9.04M in Q1 2023.
  • 629 funds tracked by Wall St. Rank held CMS Energy as of Q2 2023.

Based on Industrial Alliance Investment Management's 13F filing for Q2 2023, filed 14 Aug 2023.