CX Institutional
CMS icon

CX Institutional’s CMS Energy CMS Stock Holding History

CX Institutional’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 		$262K Buy
4,146
+262
+7% +$18.4K 0.01% 671
2026
Q2 		$297K Sell
3,884
-326
-8% -$24.4K 0.01% 634
2026
Q1 		$327K Sell
4,210
-215
-5% -$16K 0.01% 578
2025
Q4 		$309K Buy
4,425
+1,430
+48% +$104K 0.01% 568
2025
Q3 		$219K Buy
2,995
+1,182
+65% +$84.9K 0.01% 668
2025
Q2 		$126K Sell
1,813
-154
-8% -$11K ﹤0.01% 726
2025
Q1 		$148K Buy
+1,967
New +$137K 0.01% 674
2022
Q3 		– Sell
-952
Closed -$64K – 583
2022
Q2 		$64K Buy
+952
New +$65.7K ﹤0.01% 624
2021
Q4 		– Sell
-788
Closed -$47K – 432
2021
Q3 		$47K Sell
788
-147
-16% -$9.17K ﹤0.01% 592
2021
Q2 		$55K Buy
935
+76
+9% +$4.73K ﹤0.01% 550
2021
Q1 		$53K Buy
859
+8
+0.9% +$460 ﹤0.01% 480
2020
Q4 		$52K Buy
851
+16
+2% +$1K 0.01% 433
2020
Q3 		$51K Buy
835
+226
+37% +$13.8K 0.01% 381
2020
Q2 		$36K Buy
609
+15
+3% +$869 ﹤0.01% 365
2020
Q1 		$35K Sell
594
-12
-2% -$768 0.01% 332
2019
Q4 		$38K Hold
606
– – 0.01% 303
2019
Q3 		$39K Buy
606
+7
+1% +$425 0.01% 309
2019
Q2 		$35K Buy
599
+11
+2% +$617 0.01% 343
2019
Q1 		$33K Buy
588
+54
+10% +$2.85K 0.01% 356
2018
Q4 		$26K Buy
534
+11
+2% +$556 0.01% 301
2018
Q3 		$26K Hold
523
– – 0.01% 217
2018
Q2 		$25K Buy
+523
New +$23.6K 0.01% 189

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

CX Institutional's CMS Position: Q3 2026 in Review

CX Institutional increased its CMS Energy (CMS) stake by 6.7% in Q3 2026, buying an estimated $18.4K and bringing the position to 4,146 shares worth $262K. The position accounts for 0.01% of the portfolio, ranked #671.

CX Institutional first reported a position in CMS in Q2 2018 and has held it in 22 quarters since. The position peaked at $327K in Q1 2026. 169 funds tracked by Wall St. Rank hold CMS as of Q3 2026.

  • CX Institutional held 4,146 shares of CMS Energy worth $262K as of Q3 2026.
  • CX Institutional bought 262 CMS Energy shares in Q3 2026, an estimated $18.4K.
  • CMS Energy made up 0.01% of CX Institutional's portfolio in Q3 2026, its #671 holding.
  • CX Institutional first reported a position in CMS Energy in Q2 2018 and has held it in 22 quarters since.
  • CX Institutional's CMS Energy position peaked at $327K in Q1 2026.
  • 169 funds tracked by Wall St. Rank held CMS Energy as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.