Bare Financial Services
CMS icon

Bare Financial Services’s CMS Energy CMS Stock Holding History

Bare Financial Services’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 		$4.86K Sell
77
-64
-45% -$4.49K ﹤0.01% 909
2026
Q2 		$10.8K Buy
141
+91
+182% +$6.82K ﹤0.01% 555
2026
Q1 		$3.88K Buy
50
+2
+4% +$148 ﹤0.01% 754
2025
Q4 		$3.36K Buy
48
+3
+7% +$218 ﹤0.01% 687
2025
Q3 		$3.3K Buy
+45
New +$3.23K ﹤0.01% 678

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
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

Bare Financial Services's CMS Position: Q3 2026 in Review

Bare Financial Services reduced its CMS Energy (CMS) stake by 45% in Q3 2026, selling an estimated $4.49K and leaving 77 shares worth $4.86K. The position accounts for ﹤0.01% of the portfolio, ranked #909.

Bare Financial Services first reported a position in CMS in Q3 2025 and has held it in 5 quarters since. The position peaked at $10.8K in Q2 2026. 432 funds tracked by Wall St. Rank hold CMS as of Q3 2026.

  • Bare Financial Services held 77 shares of CMS Energy worth $4.86K as of Q3 2026.
  • Bare Financial Services sold 64 CMS Energy shares in Q3 2026, an estimated $4.49K.
  • CMS Energy made up ﹤0.01% of Bare Financial Services's portfolio in Q3 2026, its #909 holding.
  • Bare Financial Services first reported a position in CMS Energy in Q3 2025 and has held it in 5 quarters since.
  • Bare Financial Services's CMS Energy position peaked at $10.8K in Q2 2026.
  • 432 funds tracked by Wall St. Rank held CMS Energy as of Q3 2026.

Based on Bare Financial Services's 13F filing for Q3 2026, filed 4 Nov 2026.