Calvert Focused Value Fund CMS Holdings History
Calvert Focused Value Fund's CMS Energy Corp Holding Summary
As of 2025-03-31, CALVERT SOCIAL INVESTMENT FUND held 24,778.00 shares of CMS Energy Corp(CMS), totaling $1.86 Mil. This investment constitutes 3.35% of their stock portfolio, and CALVERT SOCIAL INVESTMENT FUND now holds 0.01% of the outstanding CMS Energy Corp(CMS) stock.
The initial trade took place in 2023Q3. And since then Calvert Focused Value Fund has made 2 purchases of CMS, at an average price of $59.19, for a total of 33,460.00 shares. In addition, there have been 5 sales at an average price of $65.76 for 8,682.00 shares. Based on historical transaction data and CMS's current price of $71.92, Calvert Focused Value Fund's estimated gain on his CMS holdings is $372,612.11, reflecting a 18.82% gain to date.
Calvert Focused Value Fund CMS ($71.92) Holding Chart
Calvert Focused Value Fund CMS ($71.92) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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