Aspect Partners’s CMS Energy CMS Stock Holding History

Aspect Partners’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	$8.07K	Buy	128 +2	+2%	+$140	﹤0.01%	308
2026 Q2	$9.6K	Hold	126	–	–	﹤0.01%	285
2026 Q1	$9.8K	Hold	126	–	–	﹤0.01%	267
2025 Q4	$8.81K	Hold	126	–	–	﹤0.01%	295
2025 Q3	$9.23K	Hold	126	–	–	﹤0.01%	314
2025 Q2	$8.73K	Hold	126	–	–	﹤0.01%	305
2025 Q1	$9.46K	Hold	126	–	–	0.01%	268
2024 Q4	$8.4K	Hold	126	–	–	﹤0.01%	307
2024 Q3	$8.9K	Hold	126	–	–	0.01%	285
2024 Q2	$7.5K	Hold	126	–	–	﹤0.01%	299
2024 Q1	$7.6K	Buy	126 +5	+4%	+$290	0.01%	300
2023 Q4	$7.03K	Buy	+121	New	+$6.76K	﹤0.01%	295

Other funds holding CMS

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

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

RWC Asset Management London, United Kingdom $2.7B AUM 20.82% 1-Year Est. Return

Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return

Covea Finance Paris, France $3.07B AUM 27.46% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Aspect Partners's CMS Position: Q3 2026 in Review

Aspect Partners increased its CMS Energy (CMS) stake by 1.6% in Q3 2026, buying an estimated $140 and bringing the position to 128 shares worth $8.07K. The position accounts for ﹤0.01% of the portfolio, ranked #308.

Aspect Partners first reported a position in CMS in Q4 2023 and has held it in 12 quarters since. The position peaked at $9.8K in Q1 2026. 169 funds tracked by Wall St. Rank hold CMS as of Q3 2026.

Aspect Partners held 128 shares of CMS Energy worth $8.07K as of Q3 2026.
Aspect Partners bought 2 CMS Energy shares in Q3 2026, an estimated $140.
CMS Energy made up ﹤0.01% of Aspect Partners's portfolio in Q3 2026, its #308 holding.
Aspect Partners first reported a position in CMS Energy in Q4 2023 and has held it in 12 quarters since.
Aspect Partners's CMS Energy position peaked at $9.8K in Q1 2026.
169 funds tracked by Wall St. Rank held CMS Energy as of Q3 2026.

Based on Aspect Partners's 13F filing for Q3 2026, filed 20 Oct 2026.