DiNuzzo Private Wealth’s CMS Energy CMS Stock Holding History

DiNuzzo Private Wealth’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	$2.98K	Buy	39 +2	+5%	+$150	﹤0.01%	543
2026 Q1	$2.87K	Sell	37 -1	-3%	-$74	﹤0.01%	523
2025 Q4	$2.66K	Hold	38	–	–	﹤0.01%	545
2025 Q3	$2.72K	Hold	38	–	–	﹤0.01%	539
2025 Q2	$2.63K	Buy	38 +3	+9%	+$214	﹤0.01%	530
2025 Q1	$2.63K	Buy	35 +5	+17%	+$349	﹤0.01%	509
2024 Q4	$2K	Sell	30 -1	-3%	-$69	﹤0.01%	606
2024 Q3	$2.19K	Buy	31 +3	+11%	+$197	﹤0.01%	574
2024 Q2	$1.67K	Buy	28 +10	+56%	+$605	﹤0.01%	585
2024 Q1	$1.09K	Buy	18 +1	+6%	+$58	﹤0.01%	702
2023 Q4	$988	Buy	+17	New	+$949	﹤0.01%	708

Other funds holding CMS

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Mirador Capital Partners Pleasanton, California $816M AUM 42.46% 1-Year Est. Return

Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return

Chesley Taft & Associates Chicago, Illinois $2.57B AUM 22.93% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return