Sustainable Insight Capital Management’s CMS Energy CMS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-8,834	Closed	-$539K	–	119
2020 Q4	$539K	Buy	+8,834	New	+$552K	0.37%	48
2020 Q1	–	Sell	-40,850	Closed	-$2.57M	–	69
2019 Q4	$2.57M	Sell	40,850 -5,600	-12%	-$349K	2.65%	29
2019 Q3	$2.97M	Sell	46,450 -5,500	-11%	-$334K	3.4%	24
2019 Q2	$3.01M	Buy	51,950 +21,250	+69%	+$1.19M	3.5%	25
2019 Q1	$1.71M	Buy	30,700 +4,562	+17%	+$240K	2.2%	23
2018 Q4	$1.3M	Sell	26,138 -39,508	-60%	-$2M	1.69%	20
2018 Q3	$3.22M	Sell	65,646 -2,550	-4%	-$124K	2.1%	17
2018 Q2	$3.22M	Sell	68,196 -152,904	-69%	-$6.91M	1.23%	26
2018 Q1	$10M	Sell	221,100 -13,700	-6%	-$601K	3.97%	9
2017 Q4	$11.1M	Buy	234,800 +221,900	+1,720%	+$10.7M	4.2%	8
2017 Q3	$598K	Buy	+12,900	New	+$609K	0.27%	34