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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
Q3 		$49.4K Sell
783
-187
-19% -$13.1K 0.02% 487
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

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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 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
iA Global Asset Management
iA Global Asset Management Quebec, Quebec, Canada $8.54B AUM 39.73% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return

Cromwell Holdings's CMS Position: Q3 2026 in Review

Cromwell Holdings reduced its CMS Energy (CMS) stake by 19% in Q3 2026, selling an estimated $13.1K and leaving 783 shares worth $49.4K. The position accounts for 0.02% of the portfolio, ranked #487.

Cromwell Holdings first reported a position in CMS in Q2 2024 and has held it in 10 quarters since. The position peaked at $74.2K in Q2 2026. 440 funds tracked by Wall St. Rank hold CMS as of Q3 2026.

  • Cromwell Holdings held 783 shares of CMS Energy worth $49.4K as of Q3 2026.
  • Cromwell Holdings sold 187 CMS Energy shares in Q3 2026, an estimated $13.1K.
  • CMS Energy made up 0.02% of Cromwell Holdings's portfolio in Q3 2026, its #487 holding.
  • Cromwell Holdings first reported a position in CMS Energy in Q2 2024 and has held it in 10 quarters since.
  • Cromwell Holdings's CMS Energy position peaked at $74.2K in Q2 2026.
  • 440 funds tracked by Wall St. Rank held CMS Energy as of Q3 2026.

Based on Cromwell Holdings's 13F filing for Q3 2026, filed 28 Oct 2026.