PEAK6 Investments’s CMS Energy CMS Stock Holding History

PEAK6 Investments’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
2024 Q3	–	Hold	0	–	–	–	3690
2024 Q2	–	Hold	0	–	–	–	3784
2024 Q1	–	Hold	0	–	–	–	4254
2023 Q4	–	Hold	0	–	–	–	4412
2023 Q3	–	Hold	0	–	–	–	4229
2023 Q2	–	Sell	-1,526	Closed	-$93.7K	–	4143
2023 Q1	$93.7K	Sell	1,526 -104	-6%	-$6.39K	0.01%	3539
2022 Q4	$103K	Buy	1,630 +1,609	+7,662%	+$95.1K	0.01%	3651
2022 Q3	$1K	Buy	+21	New	+$1.41K	﹤0.01%	4764
2022 Q2	–	Hold	0	–	–	–	6242
2022 Q1	–	Hold	0	–	–	–	5408
2021 Q4	–	Hold	0	–	–	–	5290
2021 Q2	–	Hold	0	–	–	–	5293
2021 Q1	–	Sell	-2,120	Closed	-$122K	–	5002
2020 Q4	$129K	Buy	+2,120	New	+$133K	﹤0.01%	3931
2020 Q3	–	Hold	0	–	–	–	4495
2020 Q2	–	Hold	0	–	–	–	4506
2020 Q1	–	Hold	0	–	–	–	4111
2019 Q4	–	Hold	0	–	–	–	3552
2019 Q3	–	Hold	0	–	–	–	3907
2019 Q1	–	Sell	-15,734	Closed	-$781K	–	3995
2018 Q4	$781K	Buy	15,734 +10,636	+209%	+$537K	0.04%	1973
2018 Q3	$250K	Buy	+5,098	New	+$248K	0.01%	3086

Other funds holding CMS

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

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return