Markston International’s CMS Energy CMS Stock Holding History

Markston International’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
2017 Q1	–	Sell	-9,000	Closed	-$375K	–	194
2016 Q4	$375K	Hold	9,000	–	–	0.04%	119
2016 Q3	$378K	Hold	9,000	–	–	0.04%	122
2016 Q2	$413K	Hold	9,000	–	–	0.04%	124
2016 Q1	$382K	Hold	9,000	–	–	0.04%	120
2015 Q4	$325K	Hold	9,000	–	–	0.03%	129
2015 Q3	$318K	Hold	9,000	–	–	0.03%	130
2015 Q2	$287K	Hold	9,000	–	–	0.02%	130
2015 Q1	$314K	Hold	9,000	–	–	0.02%	130
2014 Q4	$313K	Hold	9,000	–	–	0.02%	138
2014 Q3	$267K	Hold	9,000	–	–	0.02%	142
2014 Q2	$280K	Hold	9,000	–	–	0.02%	139
2014 Q1	$264K	Hold	9,000	–	–	0.02%	141
2013 Q4	$241K	Hold	9,000	–	–	0.02%	145
2013 Q3	$237K	Hold	9,000	–	–	0.02%	145
2013 Q2	$245K	Buy	+9,000	New	+$253K	0.02%	152

Other funds holding CMS

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

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

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

abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 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

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return