WCM
CMS icon

Weld Capital Management’s CMS Energy CMS Stock Holding History

Weld Capital Management’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
2020
Q4 		– Sell
-40,707
Closed -$2.5M – 496
2020
Q3 		$2.5M Buy
40,707
+34,570
+563% +$2.12M 0.99% 3
2020
Q2 		$359K Buy
6,137
+2,623
+75% +$152K 0.14% 233
2020
Q1 		$206K Buy
+3,514
New +$225K 0.11% 306

Other funds holding CMS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Weld Capital Management's CMS Position: Q4 2020 in Review

Weld Capital Management sold out of CMS Energy (CMS) in Q4 2020, closing a stake of 40,707 shares — an estimated $2.5M sold.

Weld Capital Management first reported a position in CMS in Q1 2020 and held it in 3 quarters. The position peaked at $2.5M in Q3 2020. 558 funds tracked by Wall St. Rank hold CMS as of Q4 2020.

  • Weld Capital Management reported no remaining CMS Energy position as of Q4 2020 after selling out during the quarter.
  • Weld Capital Management sold 40,707 CMS Energy shares in Q4 2020, an estimated $2.5M.
  • Weld Capital Management first reported a position in CMS Energy in Q1 2020 and held it in 3 quarters.
  • Weld Capital Management's CMS Energy position peaked at $2.5M in Q3 2020.
  • 558 funds tracked by Wall St. Rank held CMS Energy as of Q4 2020.

Based on Weld Capital Management's 13F filing for Q4 2020, filed 16 Feb 2021.