Darwin Wealth Management’s CMS Energy CMS Stock Holding History

Darwin Wealth Management’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	$1.51K	Buy	+24	New	+$1.68K	﹤0.01%	946
2020 Q2	–	Sell	-23	Closed	-$1K	–	261
2020 Q1	$1K	Buy	+23	New	+$1.47K	﹤0.01%	727
2018 Q1	–	Sell	-38,972	Closed	-$1.84M	–	128
2017 Q4	$1.84M	Buy	+38,972	New	+$1.89M	0.79%	51
2017 Q3	–	Sell	-37,215	Closed	-$1.72M	–	104
2017 Q2	$1.72M	Sell	37,215 -2,355	-6%	-$109K	0.95%	48
2017 Q1	$1.77M	Buy	+39,570	New	+$1.71M	1.03%	48

Other funds holding CMS

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Darwin Wealth Management's CMS Position: Q3 2026 in Review

Darwin Wealth Management opened a new position in CMS Energy (CMS) in Q3 2026: 24 shares worth $1.51K. The stake represents ﹤0.01% of the portfolio and ranks #946 among its holdings. This is a return to the name: Darwin Wealth Management previously reported a position in CMS as recently as Q1 2020.

Darwin Wealth Management first reported a position in CMS in Q1 2017 and has held it in 5 quarters since. The position peaked at $1.84M in Q4 2017. 479 funds tracked by Wall St. Rank hold CMS as of Q3 2026.

Darwin Wealth Management held 24 shares of CMS Energy worth $1.51K as of Q3 2026.
CMS Energy was a new Darwin Wealth Management position in Q3 2026.
CMS Energy made up ﹤0.01% of Darwin Wealth Management's portfolio in Q3 2026, its #946 holding.
Darwin Wealth Management first reported a position in CMS Energy in Q1 2017 and has held it in 5 quarters since.
Darwin Wealth Management's CMS Energy position peaked at $1.84M in Q4 2017.
479 funds tracked by Wall St. Rank held CMS Energy as of Q3 2026.

Based on Darwin Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.