DiNuzzo Private Wealth
CMS icon

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
Q3 		$26.1K Buy
414
+375
+962% +$26.3K ﹤0.01% 189
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 $103B AUM 40.17% 1-Year Est. Return
Fisher Funds Management
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 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
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

DiNuzzo Private Wealth's CMS Position: Q3 2026 in Review

DiNuzzo Private Wealth increased its CMS Energy (CMS) stake by 962% in Q3 2026, buying an estimated $26.3K and bringing the position to 414 shares worth $26.1K. The position accounts for ﹤0.01% of the portfolio, ranked #189.

DiNuzzo Private Wealth first reported a position in CMS in Q4 2023 and has held it in 12 quarters since. 104 funds tracked by Wall St. Rank hold CMS as of Q3 2026.

  • DiNuzzo Private Wealth held 414 shares of CMS Energy worth $26.1K as of Q3 2026.
  • DiNuzzo Private Wealth bought 375 CMS Energy shares in Q3 2026, an estimated $26.3K.
  • CMS Energy made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #189 holding.
  • DiNuzzo Private Wealth first reported a position in CMS Energy in Q4 2023 and has held it in 12 quarters since.
  • 104 funds tracked by Wall St. Rank held CMS Energy as of Q3 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.