Accurate Wealth Management
CMS icon

Accurate Wealth Management’s CMS Energy CMS Stock Holding History

Accurate 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
Q3 		$404K Buy
6,096
+40
+0.7% +$2.81K 0.03% 422
2026
Q2 		$457K Buy
6,056
+194
+3% +$14.5K 0.04% 372
2026
Q1 		$465K Buy
5,862
+95
+2% +$7.05K 0.06% 335
2025
Q4 		$404K Sell
5,767
-76
-1% -$5.53K 0.05% 346
2025
Q3 		$434K Sell
5,843
-11
-0.2% -$790 0.06% 316
2025
Q2 		$413K Sell
5,854
-17
-0.3% -$1.21K 0.06% 292
2025
Q1 		$422K Sell
5,871
-30
-0.5% -$2.1K 0.08% 224
2024
Q4 		$384K Buy
5,901
+10
+0.2% +$688 0.07% 243
2024
Q3 		$414K Buy
+5,891
New +$387K 0.08% 234
2023
Q1 		– Sell
-50
Closed -$3.26K – 471
2022
Q4 		$3.26K Buy
+50
New +$2.96K ﹤0.01% 1097

Other funds holding CMS

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
W.H. Reaves & Co
W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Accurate Wealth Management's CMS Position: Q3 2026 in Review

Accurate Wealth Management increased its CMS Energy (CMS) stake by 0.66% in Q3 2026, buying an estimated $2.81K and bringing the position to 6,096 shares worth $404K. The position accounts for 0.03% of the portfolio, ranked #422.

Accurate Wealth Management first reported a position in CMS in Q4 2022 and has held it in 10 quarters since. The position peaked at $465K in Q1 2026. 479 funds tracked by Wall St. Rank hold CMS as of Q3 2026.

  • Accurate Wealth Management held 6,096 shares of CMS Energy worth $404K as of Q3 2026.
  • Accurate Wealth Management bought 40 CMS Energy shares in Q3 2026, an estimated $2.81K.
  • CMS Energy made up 0.03% of Accurate Wealth Management's portfolio in Q3 2026, its #422 holding.
  • Accurate Wealth Management first reported a position in CMS Energy in Q4 2022 and has held it in 10 quarters since.
  • Accurate Wealth Management's CMS Energy position peaked at $465K in Q1 2026.
  • 479 funds tracked by Wall St. Rank held CMS Energy as of Q3 2026.

Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.