Royal Fund Management’s CMS Energy CMS Stock Holding History

Royal Fund 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
2020 Q2	–	Sell	-797	Closed	-$46K	–	225
2020 Q1	$46K	Sell	797 -19	-2%	-$1.22K	0.02%	232
2019 Q4	$51K	Sell	816 -9	-1%	-$561	0.01%	241
2019 Q3	$52K	Buy	825 +53	+7%	+$3.22K	0.01%	234
2019 Q2	$44K	Hold	772	–	–	0.01%	240
2019 Q1	$42K	Hold	772	–	–	0.01%	223
2018 Q4	$38K	Hold	772	–	–	0.02%	212
2018 Q3	$37K	Hold	772	–	–	0.01%	213
2018 Q2	$36K	Hold	772	–	–	0.01%	229
2018 Q1	$34K	Hold	772	–	–	0.01%	228
2017 Q4	$36K	Hold	772	–	–	0.01%	233
2017 Q3	$35K	Hold	772	–	–	0.01%	199
2017 Q2	$35K	Hold	772	–	–	0.01%	177
2017 Q1	$34K	Hold	772	–	–	0.02%	172
2016 Q4	$32K	Buy	+772	New	+$31.6K	0.02%	170

Other funds holding CMS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 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 International Investors

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

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

Capital Research Global Investors

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