PI
CMS icon

PFS Investments’s CMS Energy CMS Stock Holding History

PFS 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
2021
Q4 		– Sell
-17,886
Closed -$1.06M – 397
2021
Q3 		$1.06M Buy
17,886
+890
+5% +$55.5K 0.02% 315
2021
Q2 		$1.02M Buy
16,996
+1,265
+8% +$78.7K 0.02% 302
2021
Q1 		$963K Buy
15,731
+2,769
+21% +$159K 0.02% 273
2020
Q4 		$741K Buy
12,962
+3,185
+33% +$199K 0.02% 266
2020
Q3 		$600K Buy
9,777
+2,465
+34% +$151K 0.02% 256
2020
Q2 		$427K Buy
7,312
+2,788
+62% +$161K 0.02% 245
2020
Q1 		$266K Buy
+4,524
New +$289K 0.01% 246

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return