Vaughan Nelson Mid Cap Fund CMS Holdings History
Vaughan Nelson Mid Cap Fund's CMS Energy Corp Holding Summary
As of 2025-03-31, Vaughan Nelson Mid Cap Fund held 61,870.00 shares of CMS Energy Corp(CMS), totaling $4.65 Mil. This investment constitutes 2.21% of their stock portfolio, and Vaughan Nelson Mid Cap Fund now holds 0.02% of the outstanding CMS Energy Corp(CMS) stock.
The initial trade took place in 2019Q3. And since then Vaughan Nelson Mid Cap Fund has made 5 purchases of CMS, at an average price of $63.02, for a total of 355,700.00 shares. In addition, there have been 11 sales at an average price of $59.03 for 293,830.00 shares. Based on historical transaction data and CMS's current price of $71.92, Vaughan Nelson Mid Cap Fund's estimated gain on his CMS holdings is $-621,820.00, reflecting a -2.77% gain to date.
Vaughan Nelson Mid Cap Fund CMS ($71.92) Holding Chart
Vaughan Nelson Mid Cap 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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