Symmetry Partners’s CMS Energy CMS Stock Holding History

Symmetry Partners’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
2024 Q3	–	Sell	-3,556	Closed	-$212K	–	174
2024 Q2	$212K	Hold	3,556	–	–	0.01%	489
2024 Q1	$215K	Hold	3,556	–	–	0.02%	514
2023 Q4	$206K	Buy	+3,556	New	+$199K	0.01%	487
2023 Q3	–	Sell	-4,324	Closed	-$254K	–	535
2023 Q2	$254K	Hold	4,324	–	–	0.01%	502
2023 Q1	$265K	Hold	4,324	–	–	0.01%	475
2022 Q4	$274K	Hold	4,324	–	–	0.02%	480
2022 Q3	$252K	Hold	4,324	–	–	0.02%	487
2022 Q2	$292K	Hold	4,324	–	–	0.02%	472
2022 Q1	$302K	Hold	4,324	–	–	0.02%	502
2021 Q4	$281K	Hold	4,324	–	–	0.02%	530
2021 Q3	$261K	Hold	4,324	–	–	0.02%	585
2021 Q2	$255K	Hold	4,324	–	–	0.02%	603
2021 Q1	$265K	Sell	4,324 -1,966	-31%	-$113K	0.02%	578
2020 Q4	$384K	Hold	6,290	–	–	0.03%	456
2020 Q3	$386K	Buy	+6,290	New	+$385K	0.03%	404
2020 Q1	–	Sell	-4,356	Closed	-$274K	–	294
2019 Q4	$274K	Sell	4,356 -2,425	-36%	-$151K	0.06%	265
2019 Q3	$434K	Sell	6,781 -5,318	-44%	-$323K	0.09%	183
2019 Q2	$701K	Hold	12,099	–	–	0.14%	112
2019 Q1	$672K	Buy	+12,099	New	+$638K	0.11%	116

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Symmetry Partners's CMS Position: Q3 2024 in Review

Symmetry Partners sold out of CMS Energy (CMS) in Q3 2024, closing a stake of 3,556 shares — an estimated $212K sold.

Symmetry Partners first reported a position in CMS in Q1 2019 and held it in 19 quarters. The position peaked at $701K in Q2 2019. 708 funds tracked by Wall St. Rank hold CMS as of Q3 2024.

Symmetry Partners reported no remaining CMS Energy position as of Q3 2024 after selling out during the quarter.
Symmetry Partners sold 3,556 CMS Energy shares in Q3 2024, an estimated $212K.
Symmetry Partners first reported a position in CMS Energy in Q1 2019 and held it in 19 quarters.
Symmetry Partners's CMS Energy position peaked at $701K in Q2 2019.
708 funds tracked by Wall St. Rank held CMS Energy as of Q3 2024.

Based on Symmetry Partners's 13F filing for Q3 2024, filed 29 Oct 2024.