MFIMFI
CMS icon

Mesirow Financial Investment Management - Fixed Income’s CMS Energy CMS Stock Holding History

Mesirow Financial Investment Management - Fixed Income’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
2022
Q3 		– Sell
-32,175
Closed -$2.17M – 33
2022
Q2 		$2.17M Sell
32,175
-740
-2% -$51.1K 0.28% 88
2022
Q1 		$2.3M Hold
32,915
– – 0.25% 96
2021
Q4 		$2.14M Sell
32,915
-12,685
-28% -$779K 0.24% 107
2021
Q3 		$2.72M Buy
45,600
+5,560
+14% +$347K 0.32% 83
2021
Q2 		$2.37M Hold
40,040
– – 0.26% 94
2021
Q1 		$2.45M Sell
40,040
-755
-2% -$43.4K 0.28% 94
2020
Q4 		$2.49M Hold
40,795
– – 0.33% 88
2020
Q3 		$2.5M Buy
+40,795
New +$2.5M 0.43% 85
2017
Q1 		– Sell
-16,760
Closed -$698K – 179
2016
Q4 		$698K Sell
16,760
-6,135
-27% -$251K 0.04% 131
2016
Q3 		$963K Buy
22,895
+5
+0% +$218 0.06% 116
2016
Q2 		$1.05M Sell
22,890
-1,001
-4% -$42.1K 0.06% 124
2016
Q1 		$1.01M Buy
+23,891
New +$936K 0.47% 109

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 International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Mesirow Financial Investment Management - Fixed Income's CMS Position: Q3 2022 in Review

Mesirow Financial Investment Management - Fixed Income sold out of CMS Energy (CMS) in Q3 2022, closing a stake of 32,175 shares — an estimated $2.17M sold.

Mesirow Financial Investment Management - Fixed Income first reported a position in CMS in Q1 2016 and held it in 12 quarters. The position peaked at $2.72M in Q3 2021. 628 funds tracked by Wall St. Rank hold CMS as of Q3 2022.

  • Mesirow Financial Investment Management - Fixed Income reported no remaining CMS Energy position as of Q3 2022 after selling out during the quarter.
  • Mesirow Financial Investment Management - Fixed Income sold 32,175 CMS Energy shares in Q3 2022, an estimated $2.17M.
  • Mesirow Financial Investment Management - Fixed Income first reported a position in CMS Energy in Q1 2016 and held it in 12 quarters.
  • Mesirow Financial Investment Management - Fixed Income's CMS Energy position peaked at $2.72M in Q3 2021.
  • 628 funds tracked by Wall St. Rank held CMS Energy as of Q3 2022.

Based on Mesirow Financial Investment Management - Fixed Income's 13F filing for Q3 2022, filed 8 Nov 2022.