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Community Financial Services Group’s CMS Energy CMS Stock Holding History

Community Financial Services Group’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 		$1.27K Hold
20
– – ﹤0.01% 503
2026
Q2 		$1.52K Hold
20
– – ﹤0.01% 491
2026
Q1 		$1.56K Buy
+20
New +$1.48K ﹤0.01% 422

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 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

Community Financial Services Group's CMS Position: Q3 2026 in Review

Community Financial Services Group held its CMS Energy (CMS) position steady in Q3 2026 at 20 shares worth $1.27K. The position accounts for ﹤0.01% of the portfolio, ranked #503.

Community Financial Services Group first reported a position in CMS in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.56K in Q1 2026. 479 funds tracked by Wall St. Rank hold CMS as of Q3 2026.

  • Community Financial Services Group held 20 shares of CMS Energy worth $1.27K as of Q3 2026.
  • Community Financial Services Group left its CMS Energy share count unchanged in Q3 2026.
  • CMS Energy made up ﹤0.01% of Community Financial Services Group's portfolio in Q3 2026, its #503 holding.
  • Community Financial Services Group first reported a position in CMS Energy in Q1 2026 and has held it in 3 quarters since.
  • Community Financial Services Group's CMS Energy position peaked at $1.56K in Q1 2026.
  • 479 funds tracked by Wall St. Rank held CMS Energy as of Q3 2026.

Based on Community Financial Services Group's 13F filing for Q3 2026, filed 15 Oct 2026.