KA
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Kintegral Advisory’s CMS Energy CMS Stock Holding History

Kintegral Advisory’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
2022
Q4 		– Sell
-7,924
Closed -$465K – 271
2022
Q3 		$465K Hold
7,924
– – 0.06% 217
2022
Q2 		$535K Buy
7,924
+168
+2% +$11.6K 0.07% 214
2022
Q1 		$542K Buy
7,756
+174
+2% +$11.3K 0.06% 225
2021
Q4 		$493K Hold
7,582
– – 0.05% 230
2021
Q3 		$453K Hold
7,582
– – 0.05% 234
2021
Q2 		$448K Hold
7,582
– – 0.05% 238
2021
Q1 		$464K Hold
7,582
– – 0.06% 233
2020
Q4 		$463K Hold
7,582
– – 0.06% 221
2020
Q3 		$466K Sell
7,582
-244
-3% -$14.9K 0.07% 206
2020
Q2 		$457K Hold
7,826
– – 0.07% 204
2020
Q1 		$460K Buy
7,826
+876
+13% +$56.1K 0.09% 191
2019
Q4 		$437K Hold
6,950
– – 0.08% 215
2019
Q3 		$444K Hold
6,950
– – 0.09% 204
2019
Q2 		$402K Hold
6,950
– – 0.08% 219
2019
Q1 		$386K Buy
6,950
+76
+1% +$4.01K 0.08% 216
2018
Q4 		$341K Buy
+6,874
New +$347K 0.1% 170

Other funds holding CMS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T 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 $431B AUM 30.22% 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 $501B AUM 22.01% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return