LSV Asset Management

LSV Asset Management’s CMS Energy CMS Stock Holding History

LSV Asset 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
2016 Q2	–	Sell	-33,700	Closed	-$1.43M	–	1108
2016 Q1	$1.43M	Hold	33,700	–	–	﹤0.01%	700
2015 Q4	$1.22M	Hold	33,700	–	–	﹤0.01%	723
2015 Q3	$1.19M	Hold	33,700	–	–	﹤0.01%	696
2015 Q2	$1.07M	Buy	33,700 +6,400	+23%	+$215K	﹤0.01%	709
2015 Q1	$953K	Hold	27,300	–	–	﹤0.01%	692
2014 Q4	$948K	Sell	27,300 -9,600	-26%	-$314K	﹤0.01%	696
2014 Q3	$1.09M	Buy	36,900 +9,600	+35%	+$287K	﹤0.01%	667
2014 Q2	$850K	Hold	27,300	–	–	﹤0.01%	695
2014 Q1	$799K	Hold	27,300	–	–	﹤0.01%	670
2013 Q4	$730K	Hold	27,300	–	–	﹤0.01%	682
2013 Q3	$718K	Hold	27,300	–	–	﹤0.01%	688
2013 Q2	$741K	Buy	+27,300	New	+$766K	﹤0.01%	672

Other funds holding CMS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return