People's United Financial’s CMS Energy CMS Stock Holding History

People's United Financial’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 Q1	$2.16M	Sell	30,884 -2,615	-8%	-$170K	0.06%	208
2021 Q4	$2.18M	Sell	33,499 -2,516	-7%	-$154K	0.05%	224
2021 Q3	$2.15M	Sell	36,015 -357	-1%	-$22.3K	0.05%	243
2021 Q2	$2.15M	Sell	36,372 -1,219	-3%	-$75.8K	0.05%	241
2021 Q1	$2.3M	Sell	37,591 -1,537	-4%	-$88.3K	0.05%	219
2020 Q4	$2.39M	Sell	39,128 -1,093	-3%	-$68.3K	0.06%	203
2020 Q3	$2.47M	Sell	40,221 -2,139	-5%	-$131K	0.07%	184
2020 Q2	$2.48M	Buy	42,360 +2,948	+7%	+$171K	0.07%	175
2020 Q1	$2.31M	Buy	39,412 +356	+0.9%	+$22.8K	0.08%	171
2019 Q4	$2.45M	Buy	39,056 +717	+2%	+$44.7K	0.07%	215
2019 Q3	$2.45M	Sell	38,339 -819	-2%	-$49.7K	0.07%	218
2019 Q2	$2.27M	Buy	39,158 +10,357	+36%	+$581K	0.06%	237
2019 Q1	$1.6M	Buy	+28,801	New	+$1.52M	0.05%	292
2018 Q1	–	Sell	-4,666	Closed	-$221K	–	722
2017 Q4	$221K	Buy	+4,666	New	+$226K	0.01%	690

Other funds holding CMS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

People's United Financial's CMS Position: Q1 2022 in Review

People's United Financial reduced its CMS Energy (CMS) stake by 7.8% in Q1 2022, selling an estimated $170K and leaving 30,884 shares worth $2.16M. The position accounts for 0.06% of the portfolio, ranked #208.

People's United Financial first reported a position in CMS in Q4 2017 and has held it in 14 quarters since. The position peaked at $2.48M in Q2 2020. 637 funds tracked by Wall St. Rank hold CMS as of Q1 2022.

People's United Financial held 30,884 shares of CMS Energy worth $2.16M as of Q1 2022.
People's United Financial sold 2,615 CMS Energy shares in Q1 2022, an estimated $170K.
CMS Energy made up 0.06% of People's United Financial's portfolio in Q1 2022, its #208 holding.
People's United Financial first reported a position in CMS Energy in Q4 2017 and has held it in 14 quarters since.
People's United Financial's CMS Energy position peaked at $2.48M in Q2 2020.
637 funds tracked by Wall St. Rank held CMS Energy as of Q1 2022.

Based on People's United Financial's 13F filing for Q1 2022, filed 10 May 2022.