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 $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

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

Geode Capital Management

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

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

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return