OIA
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Optimum Investment Advisors’s CMS Energy CMS Stock Holding History

Optimum Investment Advisors’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
Q4 		– Sell
-283
Closed -$17K – 884
2020
Q3 		$17K Hold
283
– – 0.01% 631
2020
Q2 		$17K Buy
283
+190
+204% +$11K 0.01% 625
2020
Q1 		$5K Sell
93
-190
-67% -$12.2K ﹤0.01% 748
2019
Q4 		$18K Hold
283
– – 0.01% 686
2019
Q3 		$18K Hold
283
– – 0.01% 694
2019
Q2 		$16K Hold
283
– – 0.01% 709
2019
Q1 		$16K Hold
283
– – 0.01% 725
2018
Q4 		$14K Hold
283
– – ﹤0.01% 706
2018
Q3 		$14K Hold
283
– – ﹤0.01% 788
2018
Q2 		$13K Hold
283
– – ﹤0.01% 809
2018
Q1 		$13K Buy
+283
New +$12.4K ﹤0.01% 781

Other funds holding CMS

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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 International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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 Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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