ZIM
CMS icon

Zacks Investment Management’s CMS Energy CMS Stock Holding History

Zacks Investment 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
2019
Q4 		– Sell
-423,297
Closed -$27.1M – 542
2019
Q3 		$27.1M Sell
423,297
-419,321
-50% -$25.5M 0.54% 55
2019
Q2 		$48.8M Buy
842,618
+8,224
+1% +$462K 1% 30
2019
Q1 		$46.3M Sell
834,394
-77,461
-8% -$4.08M 0.99% 28
2018
Q4 		$45.3M Sell
911,855
-6,346
-0.7% -$321K 1.09% 25
2018
Q3 		$45M Buy
918,201
+567,775
+162% +$27.7M 0.94% 29
2018
Q2 		$16.6M Buy
+350,426
New +$15.8M 0.36% 79
2018
Q1 		– Sell
-37,388
Closed -$1.77M – 536
2017
Q4 		$1.77M Buy
37,388
+1,624
+5% +$78.7K 0.04% 292
2017
Q3 		$1.66M Buy
35,764
+1,945
+6% +$91.8K 0.04% 278
2017
Q2 		$1.56M Sell
33,819
-1,110
-3% -$51.3K 0.04% 275
2017
Q1 		$1.56M Buy
34,929
+29,339
+525% +$1.27M 0.04% 271
2016
Q4 		$233K Sell
5,590
-77
-1% -$3.15K 0.01% 565
2016
Q3 		$238K Buy
+5,667
New +$247K 0.01% 537
2016
Q1 		– Sell
-6,075
Closed -$219K – 614
2015
Q4 		$219K Buy
+6,075
New +$217K 0.01% 509
2015
Q3 		– Sell
-11,130
Closed -$354K – 596
2015
Q2 		$354K Buy
+11,130
New +$374K 0.01% 492
2014
Q3 		– Sell
-20,429
Closed -$636K – 675
2014
Q2 		$636K Buy
+20,429
New +$608K 0.02% 366

Other funds holding CMS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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 $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Zacks Investment Management's CMS Position: Q4 2019 in Review

Zacks Investment Management sold out of CMS Energy (CMS) in Q4 2019, closing a stake of 423,297 shares — an estimated $27.1M sold.

Zacks Investment Management first reported a position in CMS in Q2 2014 and held it in 15 quarters. The position peaked at $48.8M in Q2 2019. 579 funds tracked by Wall St. Rank hold CMS as of Q4 2019.

  • Zacks Investment Management reported no remaining CMS Energy position as of Q4 2019 after selling out during the quarter.
  • Zacks Investment Management sold 423,297 CMS Energy shares in Q4 2019, an estimated $27.1M.
  • Zacks Investment Management first reported a position in CMS Energy in Q2 2014 and held it in 15 quarters.
  • Zacks Investment Management's CMS Energy position peaked at $48.8M in Q2 2019.
  • 579 funds tracked by Wall St. Rank held CMS Energy as of Q4 2019.

Based on Zacks Investment Management's 13F filing for Q4 2019, filed 14 Feb 2020.