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 $5.7T AUM 30.48% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

T. Rowe Price Associates

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

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return