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Elevation Wealth Partners’s CMS Energy CMS Stock Holding History

Elevation Wealth Partners’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 		$27.9K Buy
443
+408
+1,166% +$28.6K 0.01% 565
2026
Q2 		$2.68K Hold
35
– – ﹤0.01% 1152
2026
Q1 		$2.72K Buy
+35
New +$2.6K ﹤0.01% 853

Other funds holding CMS

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CCM
Cox Capital Management Andover, Massachusetts $179M AUM 28.94% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SCP
Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return

Elevation Wealth Partners's CMS Position: Q3 2026 in Review

Elevation Wealth Partners increased its CMS Energy (CMS) stake by 1,166% in Q3 2026, buying an estimated $28.6K and bringing the position to 443 shares worth $27.9K. The position accounts for 0.01% of the portfolio, ranked #565.

Elevation Wealth Partners first reported a position in CMS in Q1 2026 and has held it in 3 quarters since. 30 funds tracked by Wall St. Rank hold CMS as of Q3 2026.

  • Elevation Wealth Partners held 443 shares of CMS Energy worth $27.9K as of Q3 2026.
  • Elevation Wealth Partners bought 408 CMS Energy shares in Q3 2026, an estimated $28.6K.
  • CMS Energy made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #565 holding.
  • Elevation Wealth Partners first reported a position in CMS Energy in Q1 2026 and has held it in 3 quarters since.
  • 30 funds tracked by Wall St. Rank held CMS Energy as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.