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

Sustainable Insight Capital 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
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

Other funds holding CMS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Sustainable Insight Capital Management's CMS Position: Q1 2021 in Review

Sustainable Insight Capital Management sold out of CMS Energy (CMS) in Q1 2021, closing a stake of 8,834 shares — an estimated $539K sold.

Sustainable Insight Capital Management first reported a position in CMS in Q3 2017 and held it in 11 quarters. The position peaked at $11.1M in Q4 2017. 566 funds tracked by Wall St. Rank hold CMS as of Q1 2021.

Sustainable Insight Capital Management reported no remaining CMS Energy position as of Q1 2021 after selling out during the quarter.
Sustainable Insight Capital Management sold 8,834 CMS Energy shares in Q1 2021, an estimated $539K.
Sustainable Insight Capital Management first reported a position in CMS Energy in Q3 2017 and held it in 11 quarters.
Sustainable Insight Capital Management's CMS Energy position peaked at $11.1M in Q4 2017.
566 funds tracked by Wall St. Rank held CMS Energy as of Q1 2021.

Based on Sustainable Insight Capital Management's 13F filing for Q1 2021, filed 10 May 2021.