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Kiwi Wealth Investments Limited Partnership’s CMS Energy CMS Stock Holding History

Kiwi Wealth Investments Limited Partnership’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
Q4 		– Sell
-181,909
Closed -$9.66M – 10
2023
Q3 		$9.66M Buy
+181,909
New +$10.5M 1.05% 26
2020
Q4 		– Sell
-60,010
Closed -$3.69M – 258
2020
Q3 		$3.69M Buy
+60,010
New +$3.67M 0.26% 107

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Kiwi Wealth Investments Limited Partnership's CMS Position: Q4 2023 in Review

Kiwi Wealth Investments Limited Partnership sold out of CMS Energy (CMS) in Q4 2023, closing a stake of 181,909 shares — an estimated $9.66M sold.

Kiwi Wealth Investments Limited Partnership first reported a position in CMS in Q3 2020 and held it in 2 quarters. The position peaked at $9.66M in Q3 2023. 633 funds tracked by Wall St. Rank hold CMS as of Q4 2023.

  • Kiwi Wealth Investments Limited Partnership reported no remaining CMS Energy position as of Q4 2023 after selling out during the quarter.
  • Kiwi Wealth Investments Limited Partnership sold 181,909 CMS Energy shares in Q4 2023, an estimated $9.66M.
  • Kiwi Wealth Investments Limited Partnership first reported a position in CMS Energy in Q3 2020 and held it in 2 quarters.
  • Kiwi Wealth Investments Limited Partnership's CMS Energy position peaked at $9.66M in Q3 2023.
  • 633 funds tracked by Wall St. Rank held CMS Energy as of Q4 2023.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q4 2023, filed 14 Feb 2024.