Diversify Advisory Services’s CMS Energy CMS Stock Holding History

Diversify Advisory Services’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	$273K	Sell	4,080 -135	-3%	-$9.48K	﹤0.01%	1125
2026 Q2	$313K	Buy	+4,215	New	+$316K	0.01%	1029
2026 Q1	–	Sell	-4,515	Closed	-$324K	–	331
2025 Q4	$324K	Sell	4,515 -2,638	-37%	-$192K	0.01%	736
2025 Q3	$518K	Sell	7,153 -2,875	-29%	-$207K	0.02%	556
2025 Q2	$730K	Buy	+10,028	New	+$714K	0.03%	413

Other funds holding CMS

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return

Covea Finance Paris, France $3.07B AUM 27.46% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Diversify Advisory Services's CMS Position: Q3 2026 in Review

Diversify Advisory Services reduced its CMS Energy (CMS) stake by 3.2% in Q3 2026, selling an estimated $9.48K and leaving 4,080 shares worth $273K. The position accounts for ﹤0.01% of the portfolio, ranked #1125.

Diversify Advisory Services first reported a position in CMS in Q2 2025 and has held it in 5 quarters since. The position peaked at $730K in Q2 2025. 134 funds tracked by Wall St. Rank hold CMS as of Q3 2026.

Diversify Advisory Services held 4,080 shares of CMS Energy worth $273K as of Q3 2026.
Diversify Advisory Services sold 135 CMS Energy shares in Q3 2026, an estimated $9.48K.
CMS Energy made up ﹤0.01% of Diversify Advisory Services's portfolio in Q3 2026, its #1125 holding.
Diversify Advisory Services first reported a position in CMS Energy in Q2 2025 and has held it in 5 quarters since.
Diversify Advisory Services's CMS Energy position peaked at $730K in Q2 2025.
134 funds tracked by Wall St. Rank held CMS Energy as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.