Ares Financial Consulting
CMS icon

Ares Financial Consulting’s CMS Energy CMS Stock Holding History

Ares Financial Consulting’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 		$28.6K Hold
453
– – 0.02% 337
2026
Q2 		$34.7K Hold
453
– – 0.02% 292
2026
Q1 		$35.3K Buy
453
+360
+387% +$26.7K 0.03% 273
2025
Q4 		$6.5K Buy
+93
New +$6.76K 0.01% 427

Other funds holding CMS

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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
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
iA Global Asset Management
iA Global Asset Management Quebec, Quebec, Canada $8.54B AUM 39.73% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return

Ares Financial Consulting's CMS Position: Q3 2026 in Review

Ares Financial Consulting held its CMS Energy (CMS) position steady in Q3 2026 at 453 shares worth $28.6K. The position accounts for 0.02% of the portfolio, ranked #337.

Ares Financial Consulting first reported a position in CMS in Q4 2025 and has held it in 4 quarters since. The position peaked at $35.3K in Q1 2026. 432 funds tracked by Wall St. Rank hold CMS as of Q3 2026.

  • Ares Financial Consulting held 453 shares of CMS Energy worth $28.6K as of Q3 2026.
  • Ares Financial Consulting left its CMS Energy share count unchanged in Q3 2026.
  • CMS Energy made up 0.02% of Ares Financial Consulting's portfolio in Q3 2026, its #337 holding.
  • Ares Financial Consulting first reported a position in CMS Energy in Q4 2025 and has held it in 4 quarters since.
  • Ares Financial Consulting's CMS Energy position peaked at $35.3K in Q1 2026.
  • 432 funds tracked by Wall St. Rank held CMS Energy as of Q3 2026.

Based on Ares Financial Consulting's 13F filing for Q3 2026, filed 19 Oct 2026.