Superior Planning, LLC’s CMS Energy CMS Stock Holding History

Superior Planning, LLC’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
2026 Q3	$21.5K	Buy	+341	New	+$23.9K	0.01%	667

Other funds holding CMS

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Superior Planning, LLC's CMS Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in CMS Energy (CMS) in Q3 2026: 341 shares worth $21.5K. The stake represents 0.01% of the portfolio and ranks #667 among its holdings.

565 funds tracked by Wall St. Rank hold CMS as of Q3 2026.

Superior Planning, LLC held 341 shares of CMS Energy worth $21.5K as of Q3 2026.
CMS Energy was a new Superior Planning, LLC position in Q3 2026.
CMS Energy made up 0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #667 holding.
565 funds tracked by Wall St. Rank held CMS Energy as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.