Centennial Wealth Advisory
CMS icon

Centennial Wealth Advisory’s CMS Energy CMS Stock Holding History

Centennial Wealth Advisory’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 		$964K Buy
15,275
+1,955
+15% +$137K 0.2% 70
2026
Q2 		$1.02M Buy
13,320
+2,923
+28% +$219K 0.22% 66
2026
Q1 		$807K Buy
10,397
+661
+7% +$49.1K 0.2% 71
2025
Q4 		$681K Buy
9,736
+310
+3% +$22.5K 0.18% 77
2025
Q3 		$690K Buy
9,426
+553
+6% +$39.7K 0.19% 72
2025
Q2 		$615K Sell
8,873
-528
-6% -$37.6K 0.2% 69
2025
Q1 		$706K Buy
9,401
+1,159
+14% +$80.9K 0.26% 47
2024
Q4 		$549K Buy
8,242
+759
+10% +$52.2K 0.22% 58
2024
Q3 		$529K Buy
7,483
+310
+4% +$20.3K 0.21% 56
2024
Q2 		$427K Buy
7,173
+308
+4% +$18.6K 0.19% 66
2024
Q1 		$414K Sell
6,865
-462
-6% -$26.8K 0.19% 74
2023
Q4 		$425K Buy
7,327
+305
+4% +$17K 0.22% 68
2023
Q3 		$373K Buy
7,022
+214
+3% +$12.4K 0.2% 78
2023
Q2 		$400K Sell
6,808
-296
-4% -$17.9K 0.21% 70
2023
Q1 		$436K Buy
7,104
+764
+12% +$47K 0.23% 63
2022
Q4 		$402K Buy
6,340
+710
+13% +$42K 0.22% 62
2022
Q3 		$328K Buy
5,630
+482
+9% +$32.4K 0.19% 62
2022
Q2 		$347K Buy
+5,148
New +$355K 0.19% 69

Other funds holding CMS

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Fisher Funds Management
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 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
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Centennial Wealth Advisory's CMS Position: Q3 2026 in Review

Centennial Wealth Advisory increased its CMS Energy (CMS) stake by 15% in Q3 2026, buying an estimated $137K and bringing the position to 15,275 shares worth $964K. The position accounts for 0.2% of the portfolio, ranked #70.

Centennial Wealth Advisory first reported a position in CMS in Q2 2022 and has held it in 18 quarters since. The position peaked at $1.02M in Q2 2026. 126 funds tracked by Wall St. Rank hold CMS as of Q3 2026.

  • Centennial Wealth Advisory held 15,275 shares of CMS Energy worth $964K as of Q3 2026.
  • Centennial Wealth Advisory bought 1,955 CMS Energy shares in Q3 2026, an estimated $137K.
  • CMS Energy made up 0.2% of Centennial Wealth Advisory's portfolio in Q3 2026, its #70 holding.
  • Centennial Wealth Advisory first reported a position in CMS Energy in Q2 2022 and has held it in 18 quarters since.
  • Centennial Wealth Advisory's CMS Energy position peaked at $1.02M in Q2 2026.
  • 126 funds tracked by Wall St. Rank held CMS Energy as of Q3 2026.

Based on Centennial Wealth Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.