JG
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Jefferies Group’s CMS Energy CMS Stock Holding History

Jefferies Group’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
Q1 		– Sell
-7,919
Closed -$483K – 1671
2020
Q4 		$483K Buy
+7,919
New +$495K ﹤0.01% 1148
2020
Q2 		– Sell
-2,737
Closed -$161K – 1417
2020
Q1 		$161K Sell
2,737
-8,750
-76% -$560K ﹤0.01% 1718
2019
Q4 		$722K Buy
11,487
+7,587
+195% +$473K 0.01% 1630
2019
Q3 		$249K Buy
+3,900
New +$237K ﹤0.01% 2265
2019
Q2 		– Sell
-60,550
Closed -$3.36M – 2568
2019
Q1 		$3.36M Buy
60,550
+14,025
+30% +$739K 0.03% 617
2018
Q4 		$2.31M Buy
46,525
+24,849
+115% +$1.26M 0.02% 749
2018
Q3 		$1.06M Buy
+21,676
New +$1.06M 0.01% 1297
2018
Q1 		– Sell
-63,401
Closed -$3M – 2295
2017
Q4 		$3M Sell
63,401
-132,394
-68% -$6.41M 0.01% 782
2017
Q3 		$9.07M Buy
195,795
+130,663
+201% +$6.17M 0.06% 304
2017
Q2 		$3.01M Buy
65,132
+23,257
+56% +$1.08M 0.02% 766
2017
Q1 		$1.87M Sell
41,875
-82,955
-66% -$3.59M 0.01% 953
2016
Q4 		$5.2M Buy
124,830
+89,921
+258% +$3.68M 0.03% 558
2016
Q3 		$1.47M Buy
+34,909
New +$1.52M 0.01% 1081
2016
Q2 		– Sell
-3,345
Closed -$141K – 2167
2016
Q1 		$142K Sell
3,345
-6,421
-66% -$251K ﹤0.01% 1918
2015
Q4 		$352K Buy
+9,766
New +$348K ﹤0.01% 1714
2015
Q3 		– Sell
-72,998
Closed -$2.46M – 2380
2015
Q2 		$2.32M Buy
72,998
+64,440
+753% +$2.17M 0.01% 843
2015
Q1 		$299K Buy
+8,558
New +$304K ﹤0.01% 1600
2014
Q4 		– Sell
-9,389
Closed -$278K – 1987
2014
Q3 		$278K Sell
9,389
-26,882
-74% -$802K ﹤0.01% 1651
2014
Q2 		$1.13M Buy
+36,271
New +$1.08M 0.01% 857
2014
Q1 		– Sell
-7,917
Closed -$212K – 2067
2013
Q4 		$212K Sell
7,917
-52,360
-87% -$1.41M ﹤0.01% 1571
2013
Q3 		$1.59M Buy
+60,277
New +$1.64M 0.02% 708

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 World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Jefferies Group's CMS Position: Q1 2021 in Review

Jefferies Group sold out of CMS Energy (CMS) in Q1 2021, closing a stake of 7,919 shares — an estimated $483K sold.

Jefferies Group first reported a position in CMS in Q3 2013 and held it in 21 quarters. The position peaked at $9.07M in Q3 2017. 566 funds tracked by Wall St. Rank hold CMS as of Q1 2021.

  • Jefferies Group reported no remaining CMS Energy position as of Q1 2021 after selling out during the quarter.
  • Jefferies Group sold 7,919 CMS Energy shares in Q1 2021, an estimated $483K.
  • Jefferies Group first reported a position in CMS Energy in Q3 2013 and held it in 21 quarters.
  • Jefferies Group's CMS Energy position peaked at $9.07M in Q3 2017.
  • 566 funds tracked by Wall St. Rank held CMS Energy as of Q1 2021.

Based on Jefferies Group's 13F filing for Q1 2021, filed 14 May 2021.