ZCA
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Zeke Capital Advisors’s CMS Energy CMS Stock Holding History

Zeke Capital Advisors’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
Q1 		– Sell
-12,718
Closed -$799K – 290
2019
Q4 		$799K Sell
12,718
-28
-0.2% -$1.75K 0.07% 254
2019
Q3 		$815K Buy
12,746
+141
+1% +$8.56K 0.07% 243
2019
Q2 		$730K Hold
12,605
– – 0.07% 265
2019
Q1 		$700K Sell
12,605
-6,300
-33% -$332K 0.07% 278
2018
Q4 		$939K Sell
18,905
-764
-4% -$38.6K 0.09% 210
2018
Q3 		$964K Hold
19,669
– – 0.08% 255
2018
Q2 		$930K Sell
19,669
-1,309
-6% -$59.1K 0.09% 199
2018
Q1 		$950K Buy
+20,978
New +$920K 0.09% 206

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
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 $91.6B AUM 47.77% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return