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Pearl River Capital’s CMS Energy CMS Stock Holding History

Pearl River Capital’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 		– Sell
-4,709
Closed -$280K – 84
2024
Q2 		$280K Buy
+4,709
New +$285K 0.04% 363
2023
Q4 		– Sell
-16,417
Closed -$872K – 498
2023
Q3 		$872K Buy
+16,417
New +$951K 0.14% 245
2020
Q4 		– Sell
-8,978
Closed -$551K – 388
2020
Q3 		$551K Buy
+8,978
New +$550K 0.23% 149
2020
Q1 		– Sell
-14,875
Closed -$935K – 547
2019
Q4 		$935K Buy
14,875
+10,951
+279% +$683K 0.35% 65
2019
Q3 		$251K Buy
+3,924
New +$238K 0.72% 18
2019
Q2 		– Sell
-3,404
Closed -$190K – 307
2019
Q1 		$190K Buy
+3,404
New +$179K 0.47% 93

Other funds holding CMS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Pearl River Capital's CMS Position: Q3 2024 in Review

Pearl River Capital sold out of CMS Energy (CMS) in Q3 2024, closing a stake of 4,709 shares — an estimated $280K sold.

Pearl River Capital first reported a position in CMS in Q1 2019 and held it in 6 quarters. The position peaked at $935K in Q4 2019. 708 funds tracked by Wall St. Rank hold CMS as of Q3 2024.

  • Pearl River Capital reported no remaining CMS Energy position as of Q3 2024 after selling out during the quarter.
  • Pearl River Capital sold 4,709 CMS Energy shares in Q3 2024, an estimated $280K.
  • Pearl River Capital first reported a position in CMS Energy in Q1 2019 and held it in 6 quarters.
  • Pearl River Capital's CMS Energy position peaked at $935K in Q4 2019.
  • 708 funds tracked by Wall St. Rank held CMS Energy as of Q3 2024.

Based on Pearl River Capital's 13F filing for Q3 2024.