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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 		$388K Sell
5,500
-16,400
-75% -$1.08M ﹤0.01% 2461
2024
Q2 		$1.3M Sell
21,900
-15,100
-41% -$914K ﹤0.01% 1645
2024
Q1 		$2.23M Buy
37,000
+26,200
+243% +$1.52M 0.01% 1346
2023
Q4 		$627K Sell
10,800
-6,900
-39% -$385K ﹤0.01% 2449
2023
Q3 		$940K Buy
+17,700
New +$1.03M ﹤0.01% 1893
2023
Q2 		– Sell
-4,100
Closed -$252K – 4004
2023
Q1 		$252K Sell
4,100
-2,600
-39% -$160K ﹤0.01% 2945
2022
Q4 		$424K Sell
6,700
-24,500
-79% -$1.45M ﹤0.01% 2668
2022
Q3 		$1.82M Buy
31,200
+20,500
+192% +$1.38M 0.01% 1645
2022
Q2 		$722K Sell
10,700
-65,900
-86% -$4.55M ﹤0.01% 3414
2022
Q1 		$5.36M Buy
76,600
+45,000
+142% +$2.92M 0.01% 1054
2021
Q4 		$2.06M Buy
+31,600
New +$1.94M ﹤0.01% 1862
2021
Q2 		– Sell
-28,300
Closed -$1.73M – 5196
2021
Q1 		$1.73M Buy
28,300
+21,300
+304% +$1.22M ﹤0.01% 2030
2020
Q4 		$427K Sell
7,000
-32,300
-82% -$2.02M ﹤0.01% 3208
2020
Q3 		$2.41M Buy
39,300
+10,200
+35% +$625K 0.01% 1502
2020
Q2 		$1.7M Buy
29,100
+25,800
+782% +$1.49M 0.01% 1625
2020
Q1 		$194K Buy
+3,300
New +$211K ﹤0.01% 2875
2019
Q4 		– Sell
-22,600
Closed -$1.44M – 3463
2019
Q3 		$1.44M Buy
+22,600
New +$1.37M 0.01% 1496
2018
Q4 		– Sell
-18,900
Closed -$926K – 4092
2018
Q3 		$926K Buy
+18,900
New +$921K ﹤0.01% 2055

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
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PEAK6 Investments's CMS Position: Q2 2023 in Review

PEAK6 Investments sold out of CMS Energy (CMS) in Q2 2023, closing a stake of 1,526 shares — an estimated $93.7K sold.

PEAK6 Investments first reported a position in CMS in Q3 2018 and held it in 6 quarters. The position peaked at $781K in Q4 2018. 628 funds tracked by Wall St. Rank hold CMS as of Q2 2023.

  • PEAK6 Investments reported no remaining CMS Energy position as of Q2 2023 after selling out during the quarter.
  • PEAK6 Investments sold 1,526 CMS Energy shares in Q2 2023, an estimated $93.7K.
  • PEAK6 Investments first reported a position in CMS Energy in Q3 2018 and held it in 6 quarters.
  • PEAK6 Investments's CMS Energy position peaked at $781K in Q4 2018.
  • 628 funds tracked by Wall St. Rank held CMS Energy as of Q2 2023.

Based on PEAK6 Investments's 13F filing for Q2 2023, filed 11 Aug 2023.