Abound Wealth Management’s CMS Energy CMS Stock Holding History

Abound Wealth Management’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 Q2	$46	Hold	1	–	–	﹤0.01%	1341
2026 Q1	$46	Hold	1	–	–	﹤0.01%	1471
2025 Q4	$42	Hold	1	–	–	﹤0.01%	1417
2025 Q3	$44	Buy	+1	New	+$72	﹤0.01%	1341
2025 Q1	–	Sell	-4	Closed	-$258	–	1283
2024 Q4	$258	Buy	+4	New	+$275	﹤0.01%	947
2024 Q1	–	Sell	-8	Closed	-$465	–	1311
2023 Q4	$465	Buy	8 +1	+14%	+$56	﹤0.01%	945
2023 Q3	$372	Hold	7	–	–	﹤0.01%	918
2023 Q2	$415	Buy	+7	New	+$422	﹤0.01%	919

Other funds holding CMS

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Mirador Capital Partners Pleasanton, California $816M AUM 42.46% 1-Year Est. Return

Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return

Chesley Taft & Associates Chicago, Illinois $2.57B AUM 22.93% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return