Cassaday & Co Wealth Management
CMS icon

Cassaday & Co Wealth Management’s CMS Energy CMS Stock Holding History

Cassaday & Co Wealth Management’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 		$61.9K Buy
982
+456
+87% +$32K ﹤0.01% 578
2026
Q2 		$40.2K Hold
526
– – ﹤0.01% 663
2026
Q1 		$40.8K Buy
+526
New +$39K ﹤0.01% 650

Other funds holding CMS

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DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 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
Cidel Asset Management
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.06B AUM 22.67% 1-Year Est. Return
Fisher Funds Management
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return
Covea Finance
Covea Finance Paris, France $3.07B AUM 27.46% 1-Year Est. Return

Cassaday & Co Wealth Management's CMS Position: Q3 2026 in Review

Cassaday & Co Wealth Management increased its CMS Energy (CMS) stake by 87% in Q3 2026, buying an estimated $32K and bringing the position to 982 shares worth $61.9K. The position accounts for ﹤0.01% of the portfolio, ranked #578.

Cassaday & Co Wealth Management first reported a position in CMS in Q1 2026 and has held it in 3 quarters since. 240 funds tracked by Wall St. Rank hold CMS as of Q3 2026.

  • Cassaday & Co Wealth Management held 982 shares of CMS Energy worth $61.9K as of Q3 2026.
  • Cassaday & Co Wealth Management bought 456 CMS Energy shares in Q3 2026, an estimated $32K.
  • CMS Energy made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q3 2026, its #578 holding.
  • Cassaday & Co Wealth Management first reported a position in CMS Energy in Q1 2026 and has held it in 3 quarters since.
  • 240 funds tracked by Wall St. Rank held CMS Energy as of Q3 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.