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Scout Investments’s CMS Energy CMS Stock Holding History

Scout Investments’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
2023
Q1 		– Sell
-279,990
Closed -$17.7M – 208
2022
Q4 		$17.7M Sell
279,990
-739,724
-73% -$43.7M 0.36% 88
2022
Q3 		$59.4M Sell
1,019,714
-153,097
-13% -$10.3M 1.23% 12
2022
Q2 		$79.2M Buy
1,172,811
+234,673
+25% +$16.2M 1.57% 7
2022
Q1 		$65.6M Sell
938,138
-186,172
-17% -$12.1M 1.05% 25
2021
Q4 		$73.1M Buy
1,124,310
+540,360
+93% +$33.2M 1.06% 13
2021
Q3 		$34.9M Buy
+583,950
New +$36.4M 0.52% 60
2021
Q2 		– Sell
-404,566
Closed -$24.8M – 266
2021
Q1 		$24.8M Buy
404,566
+69,004
+21% +$3.97M 0.37% 103
2020
Q4 		$20.5M Sell
335,562
-110,531
-25% -$6.91M 0.38% 105
2020
Q3 		$27.4M Buy
446,093
+113,468
+34% +$6.95M 0.61% 43
2020
Q2 		$19.4M Sell
332,625
-226,730
-41% -$13.1M 0.46% 75
2020
Q1 		$32.9M Sell
559,355
-129,893
-19% -$8.31M 0.98% 12
2019
Q4 		$43.3M Sell
689,248
-509,115
-42% -$31.7M 0.84% 22
2019
Q3 		$76.6M Sell
1,198,363
-309,939
-21% -$18.8M 1.52% 6
2019
Q2 		$87.3M Buy
1,508,302
+633,549
+72% +$35.6M 1.69% 5
2019
Q1 		$48.6M Sell
874,753
-731,676
-46% -$38.6M 1% 17
2018
Q4 		$79.8M Buy
1,606,429
+154,391
+11% +$7.8M 2% 5
2018
Q3 		$71.2M Buy
1,452,038
+91,811
+7% +$4.48M 1.47% 5
2018
Q2 		$64.3M Buy
1,360,227
+1,309,887
+2,602% +$59.2M 1.46% 8
2018
Q1 		$2.28M Sell
50,340
-657,339
-93% -$28.8M 0.05% 269
2017
Q4 		$33.5M Buy
707,679
+556,492
+368% +$27M 0.83% 17
2017
Q3 		$7M Buy
+151,187
New +$7.14M 0.19% 157

Other funds holding CMS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Scout Investments's CMS Position: Q1 2023 in Review

Scout Investments sold out of CMS Energy (CMS) in Q1 2023, closing a stake of 279,990 shares — an estimated $17.7M sold.

Scout Investments first reported a position in CMS in Q3 2017 and held it in 21 quarters. The position peaked at $87.3M in Q2 2019. 628 funds tracked by Wall St. Rank hold CMS as of Q1 2023.

  • Scout Investments reported no remaining CMS Energy position as of Q1 2023 after selling out during the quarter.
  • Scout Investments sold 279,990 CMS Energy shares in Q1 2023, an estimated $17.7M.
  • Scout Investments first reported a position in CMS Energy in Q3 2017 and held it in 21 quarters.
  • Scout Investments's CMS Energy position peaked at $87.3M in Q2 2019.
  • 628 funds tracked by Wall St. Rank held CMS Energy as of Q1 2023.

Based on Scout Investments's 13F filing for Q1 2023, filed 11 May 2023.