Penn Series Large Cap Growth Fund CMS Holdings History
Penn Series Large Cap Growth Fund's CMS Energy Corp Holding Summary
As of 2025-03-31, Penn Series Large Cap Growth Fund held 20,856.00 shares of CMS Energy Corp(CMS), totaling $1.57 Mil. This investment constitutes 2.38% of their stock portfolio, and Penn Series Large Cap Growth Fund now holds 0.01% of the outstanding CMS Energy Corp(CMS) stock.
The initial trade took place in 2024Q2. And since then Penn Series Large Cap Growth Fund has made 3 purchases of CMS, at an average price of $64.15, for a total of 20,957.00 shares. In addition, there have been 1 sales at an average price of $69.84 for 101.00 shares. Based on historical transaction data and CMS's current price of $73.58, Penn Series Large Cap Growth Fund's estimated gain on his CMS holdings is $197,149.86, reflecting a 14.66% gain to date.
Penn Series Large Cap Growth Fund CMS ($73.58) Holding Chart
Penn Series Large Cap Growth Fund CMS ($73.58) 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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