DecisionPoint Financial
CMS icon

DecisionPoint Financial’s CMS Energy CMS Stock Holding History

DecisionPoint Financial’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 		$255 Hold
4
– – ﹤0.01% 984
2026
Q2 		$304 Buy
4
+1
+33% +$75 ﹤0.01% 803
2026
Q1 		$233 Hold
3
– – ﹤0.01% 611
2025
Q4 		$210 Hold
3
– – ﹤0.01% 677
2025
Q3 		$218 Hold
3
– – ﹤0.01% 612
2025
Q2 		$211 Buy
+3
New +$214 ﹤0.01% 600

Other funds holding CMS

Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
iA Global Asset Management
iA Global Asset Management Quebec, Quebec, Canada $8.54B AUM 39.73% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Miller Howard Investments
Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return
RWC Asset Management
RWC Asset Management London, United Kingdom $2.7B AUM 20.82% 1-Year Est. Return
Cidel Asset Management
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.06B AUM 22.67% 1-Year Est. Return
Fisher Funds Management
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return

DecisionPoint Financial's CMS Position: Q3 2026 in Review

DecisionPoint Financial held its CMS Energy (CMS) position steady in Q3 2026 at 4 shares worth $255. The position accounts for ﹤0.01% of the portfolio, ranked #984.

DecisionPoint Financial first reported a position in CMS in Q2 2025 and has held it in 6 quarters since. The position peaked at $304 in Q2 2026. 252 funds tracked by Wall St. Rank hold CMS as of Q3 2026.

  • DecisionPoint Financial held 4 shares of CMS Energy worth $255 as of Q3 2026.
  • DecisionPoint Financial left its CMS Energy share count unchanged in Q3 2026.
  • CMS Energy made up ﹤0.01% of DecisionPoint Financial's portfolio in Q3 2026, its #984 holding.
  • DecisionPoint Financial first reported a position in CMS Energy in Q2 2025 and has held it in 6 quarters since.
  • DecisionPoint Financial's CMS Energy position peaked at $304 in Q2 2026.
  • 252 funds tracked by Wall St. Rank held CMS Energy as of Q3 2026.

Based on DecisionPoint Financial's 13F filing for Q3 2026, filed 27 Oct 2026.