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Members Capital Advisors Inc’s CMS Energy CMS Stock Holding History

Members Capital Advisors Inc’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
Q1 		– Sell
-26,900
Closed -$1.64M – 53
2020
Q4 		$1.64M Hold
26,900
– – 1.39% 28
2020
Q3 		$1.65M Buy
+26,900
New +$1.65M 1.55% 27

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Members Capital Advisors Inc's CMS Position: Q1 2021 in Review

Members Capital Advisors Inc sold out of CMS Energy (CMS) in Q1 2021, closing a stake of 26,900 shares — an estimated $1.64M sold.

Members Capital Advisors Inc first reported a position in CMS in Q3 2020 and held it in 2 quarters. The position peaked at $1.65M in Q3 2020. 565 funds tracked by Wall St. Rank hold CMS as of Q1 2021.

  • Members Capital Advisors Inc reported no remaining CMS Energy position as of Q1 2021 after selling out during the quarter.
  • Members Capital Advisors Inc sold 26,900 CMS Energy shares in Q1 2021, an estimated $1.64M.
  • Members Capital Advisors Inc first reported a position in CMS Energy in Q3 2020 and held it in 2 quarters.
  • Members Capital Advisors Inc's CMS Energy position peaked at $1.65M in Q3 2020.
  • 565 funds tracked by Wall St. Rank held CMS Energy as of Q1 2021.

Based on Members Capital Advisors Inc's 13F filing for Q1 2021, filed 21 Apr 2021.