Piedmont Investment Advisors’s CMS Energy CMS Stock Holding History

Piedmont Investment 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
2020 Q2	–	Sell	-5,416	Closed	-$318K	–	135
2020 Q1	$318K	Buy	5,416 +105	+2%	+$6.72K	0.01%	589
2019 Q4	$334K	Buy	5,311 +869	+20%	+$54.2K	0.01%	701
2019 Q3	$284K	Buy	4,442 +237	+6%	+$14.4K	0.01%	757
2019 Q2	$244K	Sell	4,205 -419	-9%	-$23.5K	0.01%	841
2019 Q1	$257K	Buy	4,624 +411	+10%	+$21.7K	0.01%	910
2018 Q4	$209K	Buy	+4,213	New	+$213K	0.01%	919
2018 Q3	–	Sell	-3,309	Closed	-$156K	–	1289
2018 Q2	$156K	Buy	+3,309	New	+$149K	0.01%	946
2017 Q1	–	Sell	-798	Closed	-$33.2K	–	454
2016 Q4	$33.2K	Buy	798 +785	+6,038%	+$32.1K	﹤0.01%	498
2016 Q3	$546	Hold	13	–	–	﹤0.01%	475
2016 Q2	$596	Buy	+13	New	+$546	﹤0.01%	414

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 World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Piedmont Investment Advisors's CMS Position: Q2 2020 in Review

Piedmont Investment Advisors sold out of CMS Energy (CMS) in Q2 2020, closing a stake of 5,416 shares — an estimated $318K sold.

Piedmont Investment Advisors first reported a position in CMS in Q2 2016 and held it in 10 quarters. The position peaked at $334K in Q4 2019. 556 funds tracked by Wall St. Rank hold CMS as of Q2 2020.

Piedmont Investment Advisors reported no remaining CMS Energy position as of Q2 2020 after selling out during the quarter.
Piedmont Investment Advisors sold 5,416 CMS Energy shares in Q2 2020, an estimated $318K.
Piedmont Investment Advisors first reported a position in CMS Energy in Q2 2016 and held it in 10 quarters.
Piedmont Investment Advisors's CMS Energy position peaked at $334K in Q4 2019.
556 funds tracked by Wall St. Rank held CMS Energy as of Q2 2020.

Based on Piedmont Investment Advisors's 13F filing for Q2 2020.