Activest Wealth Management
CMS icon

Activest Wealth Management’s CMS Energy CMS Stock Holding History

Activest 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 		$18K Buy
285
+281
+7,025% +$19.7K ﹤0.01% 471
2026
Q2 		$306 Buy
+4
New +$300 ﹤0.01% 1118
2026
Q1 		– Sell
-9
Closed -$629 – 1250
2025
Q4 		$629 Sell
9
-6
-40% -$436 ﹤0.01% 985
2025
Q3 		$1.1K Buy
15
+6
+67% +$431 ﹤0.01% 863
2025
Q2 		$624 Buy
+9
New +$641 ﹤0.01% 834

Other funds holding CMS

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
iA Global Asset Management
iA Global Asset Management Quebec, Quebec, Canada $8.54B AUM 39.73% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

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

Activest Wealth Management increased its CMS Energy (CMS) stake by 7,025% in Q3 2026, buying an estimated $19.7K and bringing the position to 285 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #471.

Activest Wealth Management first reported a position in CMS in Q2 2025 and has held it in 5 quarters since. 344 funds tracked by Wall St. Rank hold CMS as of Q3 2026.

  • Activest Wealth Management held 285 shares of CMS Energy worth $18K as of Q3 2026.
  • Activest Wealth Management bought 281 CMS Energy shares in Q3 2026, an estimated $19.7K.
  • CMS Energy made up ﹤0.01% of Activest Wealth Management's portfolio in Q3 2026, its #471 holding.
  • Activest Wealth Management first reported a position in CMS Energy in Q2 2025 and has held it in 5 quarters since.
  • 344 funds tracked by Wall St. Rank held CMS Energy as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.