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Longfellow Investment Management’s CMS Energy CMS Stock Holding History

Longfellow 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
2021
Q4 		– Sell
-1,446
Closed -$87K – 401
2021
Q3 		$87K Hold
1,446
– – 0.01% 277
2021
Q2 		$86K Sell
1,446
-1,561
-52% -$97.1K 0.01% 288
2021
Q1 		$185K Hold
3,007
– – 0.02% 324
2020
Q4 		$184K Buy
+3,007
New +$188K 0.02% 268

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Longfellow Investment Management's CMS Position: Q4 2021 in Review

Longfellow Investment Management sold out of CMS Energy (CMS) in Q4 2021, closing a stake of 1,446 shares — an estimated $87K sold.

Longfellow Investment Management first reported a position in CMS in Q4 2020 and held it in 4 quarters. The position peaked at $185K in Q1 2021. 583 funds tracked by Wall St. Rank hold CMS as of Q4 2021.

  • Longfellow Investment Management reported no remaining CMS Energy position as of Q4 2021 after selling out during the quarter.
  • Longfellow Investment Management sold 1,446 CMS Energy shares in Q4 2021, an estimated $87K.
  • Longfellow Investment Management first reported a position in CMS Energy in Q4 2020 and held it in 4 quarters.
  • Longfellow Investment Management's CMS Energy position peaked at $185K in Q1 2021.
  • 583 funds tracked by Wall St. Rank held CMS Energy as of Q4 2021.

Based on Longfellow Investment Management's 13F filing for Q4 2021, filed 14 Feb 2022.