RFA
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Reilly Financial Advisors’s CMS Energy CMS Stock Holding History

Reilly Financial 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
-500
Closed -$31K – 891
2020
Q3 		$31K Hold
500
– – ﹤0.01% 373
2020
Q2 		$29K Hold
500
– – ﹤0.01% 390
2020
Q1 		$29K Hold
500
– – ﹤0.01% 378
2019
Q4 		$31K Hold
500
– – ﹤0.01% 414
2019
Q3 		$32K Hold
500
– – ﹤0.01% 416
2019
Q2 		$29K Hold
500
– – ﹤0.01% 455
2019
Q1 		$28K Hold
500
– – ﹤0.01% 447
2018
Q4 		$25K Buy
+500
New +$25.3K ﹤0.01% 445
2014
Q4 		– Sell
-170
Closed -$5K – 825
2014
Q3 		$5K Hold
170
– – ﹤0.01% 629
2014
Q2 		$5K Buy
+170
New +$5.06K ﹤0.01% 670
2013
Q3 		– Sell
-70
Closed -$2K – 750
2013
Q2 		$2K Buy
+70
New +$1.97K ﹤0.01% 747

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