Cornerstone Planning Group
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Cornerstone Planning Group’s CMS Energy CMS Stock Holding History

Cornerstone Planning 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 		– Sell
-121
Closed -$8.96K – 453
2026
Q2 		$8.96K Sell
121
-10
-8% -$750 ﹤0.01% 923
2026
Q1 		$9.7K Buy
131
+40
+44% +$2.97K ﹤0.01% 897
2025
Q4 		$6.53K Sell
91
-4
-4% -$291 ﹤0.01% 899
2025
Q3 		$6.96K Sell
95
-1
-1% -$72 ﹤0.01% 863
2025
Q2 		$7.12K Buy
96
+26
+37% +$1.85K ﹤0.01% 637
2025
Q1 		$5.14K Buy
70
+15
+27% +$1.05K ﹤0.01% 726
2024
Q4 		$3.7K Buy
55
+5
+10% +$344 ﹤0.01% 645
2024
Q3 		$3.48K Buy
50
+6
+14% +$394 ﹤0.01% 650
2024
Q2 		$2.84K Buy
44
+1
+2% +$61 ﹤0.01% 693
2024
Q1 		$2.65K Buy
43
+11
+34% +$638 ﹤0.01% 615
2023
Q4 		$1.86K Sell
32
-8
-20% -$447 ﹤0.01% 651
2023
Q3 		$2.12K Hold
40
– – ﹤0.01% 647
2023
Q2 		$2.35K Buy
+40
New +$2.41K ﹤0.01% 1114
2022
Q4 		$4.16K Buy
+68
New +$4.02K ﹤0.01% 968

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

Cornerstone Planning Group's CMS Position: Q3 2026 in Review

Cornerstone Planning Group sold out of CMS Energy (CMS) in Q3 2026, closing a stake of 121 shares — an estimated $8.96K sold.

Cornerstone Planning Group first reported a position in CMS in Q4 2022 and held it in 14 quarters. The position peaked at $9.7K in Q1 2026. 169 funds tracked by Wall St. Rank hold CMS as of Q3 2026.

  • Cornerstone Planning Group reported no remaining CMS Energy position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 121 CMS Energy shares in Q3 2026, an estimated $8.96K.
  • Cornerstone Planning Group first reported a position in CMS Energy in Q4 2022 and held it in 14 quarters.
  • Cornerstone Planning Group's CMS Energy position peaked at $9.7K in Q1 2026.
  • 169 funds tracked by Wall St. Rank held CMS Energy as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.