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Pinnacle Bancorp’s CMS Energy CMS Stock Holding History

Pinnacle Bancorp’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
Q1 		– Sell
-959
Closed -$59K – 723
2020
Q4 		$59K Hold
959
– – 0.04% 297
2020
Q3 		$59K Hold
959
– – 0.04% 283
2020
Q2 		$56K Hold
959
– – 0.04% 278
2020
Q1 		$56K Hold
959
– – 0.05% 245
2019
Q4 		$60K Hold
959
– – 0.04% 267
2019
Q3 		$61K Hold
959
– – 0.03% 270
2019
Q2 		$56K Hold
959
– – 0.03% 282
2019
Q1 		$53K Hold
959
– – 0.03% 285
2018
Q4 		$48K Buy
+959
New +$48.4K 0.03% 286
2017
Q1 		$48K Buy
+1,070
New +$46.4K 0.03% 286

Other funds holding CMS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Pinnacle Bancorp's CMS Position: Q1 2021 in Review

Pinnacle Bancorp sold out of CMS Energy (CMS) in Q1 2021, closing a stake of 959 shares — an estimated $59K sold.

Pinnacle Bancorp first reported a position in CMS in Q1 2017 and held it in 10 quarters. The position peaked at $61K in Q3 2019. 566 funds tracked by Wall St. Rank hold CMS as of Q1 2021.

  • Pinnacle Bancorp reported no remaining CMS Energy position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Bancorp sold 959 CMS Energy shares in Q1 2021, an estimated $59K.
  • Pinnacle Bancorp first reported a position in CMS Energy in Q1 2017 and held it in 10 quarters.
  • Pinnacle Bancorp's CMS Energy position peaked at $61K in Q3 2019.
  • 566 funds tracked by Wall St. Rank held CMS Energy as of Q1 2021.

Based on Pinnacle Bancorp's 13F filing for Q1 2021, filed 26 Apr 2021.