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Versor Investments’s CMS Energy CMS Stock Holding History

Versor Investments’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
-12,659
Closed -$754K – 789
2024
Q2 		$754K Buy
+12,659
New +$766K 0.14% 221
2023
Q1 		– Sell
-6,376
Closed -$404K – 728
2022
Q4 		$404K Sell
6,376
-19,361
-75% -$1.14M 0.03% 414
2022
Q3 		$1.5M Sell
25,737
-46,330
-64% -$3.12M 0.09% 126
2022
Q2 		$4.87M Buy
72,067
+51,491
+250% +$3.56M 0.19% 35
2022
Q1 		$1.44M Sell
20,576
-3,924
-16% -$255K 0.05% 82
2021
Q4 		$1.59M Buy
+24,500
New +$1.5M 0.05% 64
2019
Q1 		– Sell
-4,306
Closed -$214K – 278
2018
Q4 		$214K Buy
+4,306
New +$218K 0.05% 252

Other funds holding CMS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
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
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return