LM
CMS icon

Luminus Management’s CMS Energy CMS Stock Holding History

Luminus 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
2020
Q2 		– Sell
-320,439
Closed -$18.8M – 54
2020
Q1 		$18.8M Sell
320,439
-482,245
-60% -$30.9M 1.98% 15
2019
Q4 		$50.4M Sell
802,684
-190,095
-19% -$11.9M 2.48% 12
2019
Q3 		$63.5M Buy
992,779
+547,024
+123% +$33.2M 1.95% 16
2019
Q2 		$25.8M Buy
+445,755
New +$25M 0.66% 49
2018
Q2 		– Sell
-195,600
Closed -$8.86M – 152
2018
Q1 		$8.86M Hold
195,600
– – 0.2% 85
2017
Q4 		$9.25M Buy
+195,600
New +$9.47M 0.24% 71
2015
Q1 		– Sell
-111,865
Closed -$3.89M – 120
2014
Q4 		$3.89M Buy
+111,865
New +$3.65M 0.17% 84
2014
Q2 		– Sell
-646,267
Closed -$18.9M – 154
2014
Q1 		$18.9M Sell
646,267
-580,882
-47% -$16.1M 1.32% 22
2013
Q4 		$32.9M Buy
1,227,149
+346,430
+39% +$9.33M 2.45% 11
2013
Q3 		$23.2M Buy
880,719
+647,839
+278% +$17.6M 2.21% 13
2013
Q2 		$6.33M Buy
+232,880
New +$6.54M 0.54% 39

Other funds holding CMS

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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 World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.6B AUM 47.77% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return