CH
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Cromwell Holdings’s CMS Energy CMS Stock Holding History

Cromwell Holdings’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
Q2 		$74.2K Buy
970
+27
+3% +$2.02K 0.03% 414
2026
Q1 		$73.2K Buy
943
+17
+2% +$1.26K 0.04% 391
2025
Q4 		$64.8K Hold
926
– – 0.04% 418
2025
Q3 		$67.8K Hold
926
– – 0.04% 416
2025
Q2 		$64.2K Buy
926
+24
+3% +$1.71K 0.04% 406
2025
Q1 		$67.7K Buy
902
+18
+2% +$1.26K 0.04% 374
2024
Q4 		$58.9K Hold
884
– – 0.03% 411
2024
Q3 		$62.4K Hold
884
– – 0.04% 392
2024
Q2 		$52.6K Buy
+884
New +$53.5K 0.03% 428

Other funds holding CMS

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
SOAMC
Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return
CCM
Cox Capital Management Andover, Massachusetts $180M AUM 40.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $816M AUM 42.46% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return