RA
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Rational Advisors’s CMS Energy CMS Stock Holding History

Rational 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
Q4 		– Sell
-966
Closed -$59K – 285
2020
Q3 		$59K Buy
966
+467
+94% +$28.6K 0.03% 181
2020
Q2 		$29K Buy
+499
New +$28.9K 0.02% 236
2020
Q1 		– Sell
-1,026
Closed -$64K – 232
2019
Q4 		$64K Buy
1,026
+851
+486% +$53K 0.03% 331
2019
Q3 		$11K Buy
175
+106
+154% +$6.44K ﹤0.01% 490
2019
Q2 		$4K Sell
69
-324
-82% -$18.2K ﹤0.01% 522
2019
Q1 		$22K Buy
393
+241
+159% +$12.7K 0.01% 380
2018
Q4 		$8K Buy
152
+134
+744% +$6.77K ﹤0.01% 402
2018
Q3 		$1K Sell
18
-169
-90% -$8.24K ﹤0.01% 488
2018
Q2 		$9K Buy
+187
New +$8.45K ﹤0.01% 363
2013
Q4 		$2.01M Hold
75,120
– – 0.17% 191
2013
Q3 		$1.98M Sell
75,120
-100
-0.1% -$2.72K 0.16% 216
2013
Q2 		$2.04M Buy
+75,220
New +$2.11M 0.17% 199

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
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 World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.6B AUM 47.77% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return