Cedar Mountain Advisors
CMS icon

Cedar Mountain Advisors’s CMS Energy CMS Stock Holding History

Cedar Mountain Advisors’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 		$1.07K Hold
17
– – ﹤0.01% 902
2026
Q2 		$1.3K Hold
17
– – ﹤0.01% 911
2026
Q1 		$1.32K Hold
17
– – ﹤0.01% 872
2025
Q4 		$1.19K Hold
17
– – ﹤0.01% 477
2025
Q3 		$1.24K Buy
+17
New +$1.22K ﹤0.01% 488

Other funds holding CMS

Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
RWC Asset Management
RWC Asset Management London, United Kingdom $2.7B AUM 20.82% 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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Cedar Mountain Advisors's CMS Position: Q3 2026 in Review

Cedar Mountain Advisors held its CMS Energy (CMS) position steady in Q3 2026 at 17 shares worth $1.07K. The position accounts for ﹤0.01% of the portfolio, ranked #902.

Cedar Mountain Advisors first reported a position in CMS in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.32K in Q1 2026. 155 funds tracked by Wall St. Rank hold CMS as of Q3 2026.

  • Cedar Mountain Advisors held 17 shares of CMS Energy worth $1.07K as of Q3 2026.
  • Cedar Mountain Advisors left its CMS Energy share count unchanged in Q3 2026.
  • CMS Energy made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q3 2026, its #902 holding.
  • Cedar Mountain Advisors first reported a position in CMS Energy in Q3 2025 and has held it in 5 quarters since.
  • Cedar Mountain Advisors's CMS Energy position peaked at $1.32K in Q1 2026.
  • 155 funds tracked by Wall St. Rank held CMS Energy as of Q3 2026.

Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.