PIM
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Platinum Investment Management’s CMS Energy CMS Stock Holding History

Platinum Investment Management’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
2024
Q1 		– Sell
-2,975
Closed -$173K – 144
2023
Q4 		$173K Buy
2,975
+2,627
+755% +$147K 0.01% 106
2023
Q3 		$18.5K Buy
+348
New +$20.2K ﹤0.01% 142

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Platinum Investment Management's CMS Position: Q1 2024 in Review

Platinum Investment Management sold out of CMS Energy (CMS) in Q1 2024, closing a stake of 2,975 shares — an estimated $173K sold.

Platinum Investment Management first reported a position in CMS in Q3 2023 and held it in 2 quarters. The position peaked at $173K in Q4 2023. 664 funds tracked by Wall St. Rank hold CMS as of Q1 2024.

  • Platinum Investment Management reported no remaining CMS Energy position as of Q1 2024 after selling out during the quarter.
  • Platinum Investment Management sold 2,975 CMS Energy shares in Q1 2024, an estimated $173K.
  • Platinum Investment Management first reported a position in CMS Energy in Q3 2023 and held it in 2 quarters.
  • Platinum Investment Management's CMS Energy position peaked at $173K in Q4 2023.
  • 664 funds tracked by Wall St. Rank held CMS Energy as of Q1 2024.

Based on Platinum Investment Management's 13F filing for Q1 2024, filed 13 May 2024.