American Capital Advisory’s CMS Energy CMS Stock Holding History

American Capital Advisory’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	$2.14K	Buy	34 +22	+183%	+$1.54K	﹤0.01%	614
2026 Q2	$918	Buy	12 +4	+50%	+$300	﹤0.01%	808
2026 Q1	$621	Hold	8	–	–	﹤0.01%	801
2025 Q4	$560	Hold	8	–	–	﹤0.01%	728
2025 Q3	$587	Hold	8	–	–	﹤0.01%	649
2025 Q2	$555	Buy	8 +4	+100%	+$285	﹤0.01%	607
2025 Q1	$301	Buy	+4	New	+$279	﹤0.01%	614

Other funds holding CMS

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

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 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

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

American Capital Advisory's CMS Position: Q3 2026 in Review

American Capital Advisory increased its CMS Energy (CMS) stake by 183% in Q3 2026, buying an estimated $1.54K and bringing the position to 34 shares worth $2.14K. The position accounts for ﹤0.01% of the portfolio, ranked #614.

American Capital Advisory first reported a position in CMS in Q1 2025 and has held it in 7 quarters since. 479 funds tracked by Wall St. Rank hold CMS as of Q3 2026.

American Capital Advisory held 34 shares of CMS Energy worth $2.14K as of Q3 2026.
American Capital Advisory bought 22 CMS Energy shares in Q3 2026, an estimated $1.54K.
CMS Energy made up ﹤0.01% of American Capital Advisory's portfolio in Q3 2026, its #614 holding.
American Capital Advisory first reported a position in CMS Energy in Q1 2025 and has held it in 7 quarters since.
479 funds tracked by Wall St. Rank held CMS Energy as of Q3 2026.

Based on American Capital Advisory's 13F filing for Q3 2026, filed 28 Oct 2026.