tru Independence’s CMS Energy CMS Stock Holding History

tru Independence’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	-24	Closed	-$1	–	365
2020 Q4	$1	Buy	+24	New	+$1.5K	﹤0.01%	669

Other funds holding CMS

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

tru Independence's CMS Position: Q1 2021 in Review

tru Independence sold out of CMS Energy (CMS) in Q1 2021, closing a stake of 24 shares — an estimated $1 sold.

tru Independence first reported a position in CMS in Q4 2020 and held it in 1 quarter. The position peaked at $1 in Q4 2020. 565 funds tracked by Wall St. Rank hold CMS as of Q1 2021.

tru Independence reported no remaining CMS Energy position as of Q1 2021 after selling out during the quarter.
tru Independence sold 24 CMS Energy shares in Q1 2021, an estimated $1.
tru Independence first reported a position in CMS Energy in Q4 2020 and held it in 1 quarter.
tru Independence's CMS Energy position peaked at $1 in Q4 2020.
565 funds tracked by Wall St. Rank held CMS Energy as of Q1 2021.

Based on tru Independence's 13F filing for Q1 2021, filed 20 May 2021.