PCA
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Personal Capital Advisors’s CMS Energy CMS Stock Holding History

Personal Capital 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
2022
Q4 		$28.9M Buy
456,424
+13,920
+3% +$823K 0.14% 120
2022
Q3 		$25.8M Buy
442,504
+9,782
+2% +$658K 0.14% 118
2022
Q2 		$29.2M Buy
432,722
+8,620
+2% +$595K 0.15% 119
2022
Q1 		$29.7M Buy
424,102
+25,045
+6% +$1.62M 0.14% 123
2021
Q4 		$26M Buy
399,057
+27,308
+7% +$1.68M 0.12% 119
2021
Q3 		$22.2M Buy
371,749
+29,867
+9% +$1.86M 0.11% 121
2021
Q2 		$20.2M Buy
341,882
+38,904
+13% +$2.42M 0.1% 124
2021
Q1 		$18.5M Buy
302,978
+48,909
+19% +$2.81M 0.11% 126
2020
Q4 		$15.5M Buy
254,069
+20,948
+9% +$1.31M 0.1% 127
2020
Q3 		$14.3M Buy
233,121
+14,180
+6% +$868K 0.11% 120
2020
Q2 		$12.8M Buy
218,941
+15,010
+7% +$869K 0.11% 120
2020
Q1 		$12.1M Sell
203,931
-23,745
-10% -$1.52M 0.12% 122
2019
Q4 		$14.3M Buy
227,676
+15,578
+7% +$971K 0.12% 120
2019
Q3 		$13.6M Buy
212,098
+11,019
+5% +$669K 0.13% 121
2019
Q2 		$11.6M Buy
201,079
+16,181
+9% +$908K 0.12% 121
2019
Q1 		$10.3M Buy
184,898
+17,305
+10% +$912K 0.12% 120
2018
Q4 		$8.32M Buy
167,593
+18,570
+12% +$938K 0.11% 122
2018
Q3 		$7.3M Buy
149,023
+138,823
+1,361% +$6.77M 0.09% 123
2018
Q2 		$482K Buy
10,200
+5,468
+116% +$247K 0.01% 208
2018
Q1 		$214K Buy
+4,732
New +$208K ﹤0.01% 250

Other funds holding CMS

Vanguard Group
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
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 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 $501B AUM 22.01% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return