Pictet Asset Management (Switzerland)’s CMS Energy CMS Stock Holding History

Pictet Asset Management (Switzerland)’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
2023 Q2	$281M	Sell	4,776,761 -113,047	-2%	-$6.82M	0.33%	84
2023 Q1	$300M	Sell	4,889,808 -128,823	-3%	-$7.92M	0.38%	67
2022 Q4	$318M	Buy	5,018,631 +294,681	+6%	+$17.4M	0.46%	49
2022 Q3	$275M	Sell	4,723,950 -14,296	-0.3%	-$962K	0.41%	55
2022 Q2	$320M	Sell	4,738,246 -183,236	-4%	-$12.7M	0.44%	52
2022 Q1	$344M	Sell	4,921,482 -241,315	-5%	-$15.7M	0.39%	61
2021 Q4	$336M	Sell	5,162,797 -348,120	-6%	-$21.4M	0.33%	76
2021 Q3	$329M	Buy	+5,510,917	New	+$344M	0.36%	70

Other funds holding CMS

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pictet Asset Management (Switzerland)'s CMS Position: Q2 2023 in Review

Pictet Asset Management (Switzerland) reduced its CMS Energy (CMS) stake by 2.3% in Q2 2023, selling an estimated $6.82M and leaving 4,776,761 shares worth $281M. The position accounts for 0.33% of the portfolio, ranked #84.

Pictet Asset Management (Switzerland) first reported a position in CMS in Q3 2021 and has held it in 8 quarters since. The position peaked at $344M in Q1 2022. 629 funds tracked by Wall St. Rank hold CMS as of Q2 2023.

Pictet Asset Management (Switzerland) held 4,776,761 shares of CMS Energy worth $281M as of Q2 2023.
Pictet Asset Management (Switzerland) sold 113,047 CMS Energy shares in Q2 2023, an estimated $6.82M.
CMS Energy made up 0.33% of Pictet Asset Management (Switzerland)'s portfolio in Q2 2023, its #84 holding.
Pictet Asset Management (Switzerland) first reported a position in CMS Energy in Q3 2021 and has held it in 8 quarters since.
Pictet Asset Management (Switzerland)'s CMS Energy position peaked at $344M in Q1 2022.
629 funds tracked by Wall St. Rank held CMS Energy as of Q2 2023.

Based on Pictet Asset Management (Switzerland)'s 13F filing for Q2 2023, filed 10 Aug 2023.