San Francisco Sentry Investment Group’s CMS Energy CMS Stock Holding History

San Francisco Sentry Investment Group’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 Q2	$26K	Buy	444 +390	+722%	+$24.3K	0.01%	446
2021 Q1	$3K	Hold	54	–	–	﹤0.01%	632
2020 Q4	$3K	Hold	54	–	–	﹤0.01%	595
2020 Q3	$3K	Hold	54	–	–	﹤0.01%	572
2020 Q2	$3K	Hold	54	–	–	﹤0.01%	561
2020 Q1	$3K	Hold	54	–	–	﹤0.01%	604
2019 Q4	$3K	Hold	54	–	–	﹤0.01%	687
2019 Q3	$3K	Hold	54	–	–	﹤0.01%	680
2019 Q2	$3K	Hold	54	–	–	﹤0.01%	679
2019 Q1	$3K	Hold	54	–	–	﹤0.01%	701
2018 Q4	$3K	Hold	54	–	–	﹤0.01%	694
2018 Q3	$3K	Hold	54	–	–	﹤0.01%	708
2018 Q2	$3K	Hold	54	–	–	﹤0.01%	665
2018 Q1	$2K	Hold	54	–	–	﹤0.01%	837
2017 Q4	$3K	Hold	54	–	–	﹤0.01%	804
2017 Q3	$3K	Hold	54	–	–	﹤0.01%	800
2017 Q2	$2K	Buy	+54	New	+$2.5K	﹤0.01%	680

Other funds holding CMS

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

San Francisco Sentry Investment Group's CMS Position: Q2 2021 in Review

San Francisco Sentry Investment Group increased its CMS Energy (CMS) stake by 722% in Q2 2021, buying an estimated $24.3K and bringing the position to 444 shares worth $26K. The position accounts for 0.01% of the portfolio, ranked #446.

San Francisco Sentry Investment Group first reported a position in CMS in Q2 2017 and has held it in 17 quarters since. 574 funds tracked by Wall St. Rank hold CMS as of Q2 2021.

San Francisco Sentry Investment Group held 444 shares of CMS Energy worth $26K as of Q2 2021.
San Francisco Sentry Investment Group bought 390 CMS Energy shares in Q2 2021, an estimated $24.3K.
CMS Energy made up 0.01% of San Francisco Sentry Investment Group's portfolio in Q2 2021, its #446 holding.
San Francisco Sentry Investment Group first reported a position in CMS Energy in Q2 2017 and has held it in 17 quarters since.
574 funds tracked by Wall St. Rank held CMS Energy as of Q2 2021.

Based on San Francisco Sentry Investment Group's 13F filing for Q2 2021, filed 2 Aug 2021.