Ellevest Inc
CMS icon

Ellevest Inc’s CMS Energy CMS Stock Holding History

Ellevest Inc’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 		– Sell
-4,134
Closed -$316K – 464
2026
Q2 		$316K Buy
+4,134
New +$310K 0.04% 347
2021
Q2 		– Sell
-779
Closed -$48K – 1285
2021
Q1 		$48K Hold
779
– – 0.01% 485
2020
Q4 		$48K Sell
779
-142
-15% -$8.88K 0.01% 466
2020
Q3 		$57K Hold
921
– – 0.01% 354
2020
Q2 		$54K Hold
921
– – 0.01% 349
2020
Q1 		$54K Hold
921
– – 0.01% 214
2019
Q4 		$58K Buy
+921
New +$57.4K 0.02% 159

Other funds holding CMS

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
W.H. Reaves & Co
W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Ellevest Inc's CMS Position: Q3 2026 in Review

Ellevest Inc sold out of CMS Energy (CMS) in Q3 2026, closing a stake of 4,134 shares — an estimated $316K sold.

Ellevest Inc first reported a position in CMS in Q4 2019 and held it in 7 quarters. The position peaked at $316K in Q2 2026. 479 funds tracked by Wall St. Rank hold CMS as of Q3 2026.

  • Ellevest Inc reported no remaining CMS Energy position as of Q3 2026 after selling out during the quarter.
  • Ellevest Inc sold 4,134 CMS Energy shares in Q3 2026, an estimated $316K.
  • Ellevest Inc first reported a position in CMS Energy in Q4 2019 and held it in 7 quarters.
  • Ellevest Inc's CMS Energy position peaked at $316K in Q2 2026.
  • 479 funds tracked by Wall St. Rank held CMS Energy as of Q3 2026.

Based on Ellevest Inc's 13F filing for Q3 2026, filed 10 Nov 2026.