Birchbrook
CMS icon

Birchbrook’s CMS Energy CMS Stock Holding History

Birchbrook’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 		$3.66K Hold
58
– – ﹤0.01% 239
2026
Q2 		$4.44K Hold
58
– – ﹤0.01% 242
2026
Q1 		$4.5K Hold
58
– – ﹤0.01% 234
2025
Q4 		$4.06K Hold
58
– – ﹤0.01% 247
2025
Q3 		$4.25K Hold
58
– – ﹤0.01% 221
2025
Q2 		$4.02K Hold
58
– – ﹤0.01% 224
2025
Q1 		$4.36K Hold
58
– – ﹤0.01% 217
2024
Q4 		$3.87K Buy
+58
New +$3.99K ﹤0.01% 242

Other funds holding CMS

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
iA Global Asset Management
iA Global Asset Management Quebec, Quebec, Canada $8.54B AUM 39.73% 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
Miller Howard Investments
Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return
RWC Asset Management
RWC Asset Management London, United Kingdom $2.7B AUM 20.82% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Cidel Asset Management
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.06B AUM 22.67% 1-Year Est. Return

Birchbrook's CMS Position: Q3 2026 in Review

Birchbrook held its CMS Energy (CMS) position steady in Q3 2026 at 58 shares worth $3.66K. The position accounts for ﹤0.01% of the portfolio, ranked #239.

Birchbrook first reported a position in CMS in Q4 2024 and has held it in 8 quarters since. The position peaked at $4.5K in Q1 2026. 270 funds tracked by Wall St. Rank hold CMS as of Q3 2026.

  • Birchbrook held 58 shares of CMS Energy worth $3.66K as of Q3 2026.
  • Birchbrook left its CMS Energy share count unchanged in Q3 2026.
  • CMS Energy made up ﹤0.01% of Birchbrook's portfolio in Q3 2026, its #239 holding.
  • Birchbrook first reported a position in CMS Energy in Q4 2024 and has held it in 8 quarters since.
  • Birchbrook's CMS Energy position peaked at $4.5K in Q1 2026.
  • 270 funds tracked by Wall St. Rank held CMS Energy as of Q3 2026.

Based on Birchbrook's 13F filing for Q3 2026, filed 14 Oct 2026.