Toews Corporation’s CMS Energy CMS Stock Holding History

Toews Corporation’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 Q4	–	Sell	-14,300	Closed	-$759K	–	36
2023 Q3	$759K	Buy	+14,300	New	+$828K	0.46%	81
2023 Q1	–	Sell	-12,400	Closed	-$785K	–	41
2022 Q4	$785K	Sell	12,400 -4,800	-28%	-$284K	0.39%	23
2022 Q3	$1M	Sell	17,200 -400	-2%	-$26.9K	0.74%	96
2022 Q2	$1.19M	Buy	17,600 +11,800	+203%	+$815K	0.79%	43
2022 Q1	$406K	Buy	+5,800	New	+$376K	0.07%	59
2021 Q4	–	Sell	-7,000	Closed	-$418K	–	46
2021 Q3	$418K	Buy	+7,000	New	+$437K	0.05%	27
2021 Q2	–	Sell	-15,500	Closed	-$949K	–	43
2021 Q1	$949K	Buy	+15,500	New	+$891K	0.08%	45
2020 Q4	–	Sell	-16,300	Closed	-$1M	–	46
2020 Q3	$1M	Buy	+16,300	New	+$998K	0.3%	39
2020 Q2	–	Sell	-17,500	Closed	-$1.03M	–	39
2020 Q1	$1.03M	Buy	+17,500	New	+$1.12M	0.94%	13
2018 Q3	–	Sell	-10,100	Closed	-$478K	–	34
2018 Q2	$478K	Sell	10,100 -13,500	-57%	-$610K	0.11%	13
2018 Q1	$1.07M	Buy	+23,600	New	+$1.04M	0.35%	15
2016 Q3	–	Sell	-12,500	Closed	-$573K	–	27
2016 Q2	$573K	Buy	+12,500	New	+$525K	0.24%	37

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

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

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

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

Toews Corporation's CMS Position: Q4 2023 in Review

Toews Corporation sold out of CMS Energy (CMS) in Q4 2023, closing a stake of 14,300 shares — an estimated $759K sold.

Toews Corporation first reported a position in CMS in Q2 2016 and held it in 12 quarters. The position peaked at $1.19M in Q2 2022. 633 funds tracked by Wall St. Rank hold CMS as of Q4 2023.

Toews Corporation reported no remaining CMS Energy position as of Q4 2023 after selling out during the quarter.
Toews Corporation sold 14,300 CMS Energy shares in Q4 2023, an estimated $759K.
Toews Corporation first reported a position in CMS Energy in Q2 2016 and held it in 12 quarters.
Toews Corporation's CMS Energy position peaked at $1.19M in Q2 2022.
633 funds tracked by Wall St. Rank held CMS Energy as of Q4 2023.

Based on Toews Corporation's 13F filing for Q4 2023, filed 17 Jan 2024.