Webster Bank’s CMS Energy CMS Stock Holding History

Webster Bank’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 Q2	–	Sell	-78	Closed	-$4.71K	–	620
2024 Q1	$4.71K	Buy	+78	New	+$4.52K	﹤0.01%	542
2021 Q2	–	Sell	-80	Closed	-$5K	–	527
2021 Q1	$5K	Hold	80	–	–	﹤0.01%	499
2020 Q4	$5K	Hold	80	–	–	﹤0.01%	488
2020 Q3	$5K	Hold	80	–	–	﹤0.01%	465
2020 Q2	$5K	Hold	80	–	–	﹤0.01%	455
2020 Q1	$5K	Hold	80	–	–	﹤0.01%	448
2019 Q4	$5K	Hold	80	–	–	﹤0.01%	483
2019 Q3	$5K	Buy	+80	New	+$4.86K	﹤0.01%	474
2018 Q4	–	Sell	-530	Closed	-$26K	–	502
2018 Q3	$26K	Sell	530 -900	-63%	-$43.9K	﹤0.01%	380
2018 Q2	$68K	Hold	1,430	–	–	0.01%	295
2018 Q1	$65K	Hold	1,430	–	–	0.01%	305
2017 Q4	$68K	Hold	1,430	–	–	0.01%	326
2017 Q3	$66K	Sell	1,430 -35	-2%	-$1.65K	0.01%	329
2017 Q2	$68K	Hold	1,465	–	–	0.01%	326
2017 Q1	$66K	Hold	1,465	–	–	0.01%	337
2016 Q4	$61K	Buy	+1,465	New	+$59.9K	0.01%	333

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

Geode Capital Management

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

Massachusetts Financial Services

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

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

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

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return