NIG
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NFJ Investment Group’s CMS Energy CMS Stock Holding History

NFJ Investment Group’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
Q2 		– Sell
-8,268
Closed -$578K – 321
2022
Q1 		$578K Sell
8,268
-2,125
-20% -$138K 0.01% 313
2021
Q4 		$676K Sell
10,393
-1,340
-11% -$82.3K 0.01% 340
2021
Q3 		$701K Sell
11,733
-2,618
-18% -$163K 0.01% 351
2021
Q2 		$848K Buy
14,351
+14,319
+44,747% +$891K 0.02% 359
2021
Q1 		$2K Buy
+32
New +$1.84K ﹤0.01% 365

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

NFJ Investment Group's CMS Position: Q2 2022 in Review

NFJ Investment Group sold out of CMS Energy (CMS) in Q2 2022, closing a stake of 8,268 shares — an estimated $578K sold.

NFJ Investment Group first reported a position in CMS in Q1 2021 and held it in 5 quarters. The position peaked at $848K in Q2 2021. 626 funds tracked by Wall St. Rank hold CMS as of Q2 2022.

  • NFJ Investment Group reported no remaining CMS Energy position as of Q2 2022 after selling out during the quarter.
  • NFJ Investment Group sold 8,268 CMS Energy shares in Q2 2022, an estimated $578K.
  • NFJ Investment Group first reported a position in CMS Energy in Q1 2021 and held it in 5 quarters.
  • NFJ Investment Group's CMS Energy position peaked at $848K in Q2 2021.
  • 626 funds tracked by Wall St. Rank held CMS Energy as of Q2 2022.

Based on NFJ Investment Group's 13F filing for Q2 2022, filed 12 Aug 2022.