Empirical Wealth Management’s CMS Energy CMS Stock Holding History

Empirical Wealth Management’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	$240K	Sell	3,802 -2,514	-40%	-$177K	﹤0.01%	1033
2026 Q2	$483K	Buy	6,316 +3,447	+120%	+$258K	0.01%	693
2026 Q1	$223K	Buy	+2,869	New	+$213K	﹤0.01%	908
2025 Q4	–	Sell	-9,231	Closed	-$676K	–	914
2025 Q3	$676K	Buy	9,231 +3,206	+53%	+$230K	0.01%	396
2025 Q2	$417K	Buy	6,025 +1,610	+36%	+$115K	0.01%	457
2025 Q1	$332K	Buy	4,415 +1,234	+39%	+$86.2K	0.01%	490
2024 Q4	$212K	Buy	+3,181	New	+$219K	0.01%	569

Other funds holding CMS

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

iA Global Asset Management Quebec, Quebec, Canada $8.54B AUM 39.73% 1-Year Est. Return

Empirical Wealth Management's CMS Position: Q3 2026 in Review

Empirical Wealth Management reduced its CMS Energy (CMS) stake by 40% in Q3 2026, selling an estimated $177K and leaving 3,802 shares worth $240K. The position accounts for ﹤0.01% of the portfolio, ranked #1033.

Empirical Wealth Management first reported a position in CMS in Q4 2024 and has held it in 7 quarters since. The position peaked at $676K in Q3 2025. 445 funds tracked by Wall St. Rank hold CMS as of Q3 2026.

Empirical Wealth Management held 3,802 shares of CMS Energy worth $240K as of Q3 2026.
Empirical Wealth Management sold 2,514 CMS Energy shares in Q3 2026, an estimated $177K.
CMS Energy made up ﹤0.01% of Empirical Wealth Management's portfolio in Q3 2026, its #1033 holding.
Empirical Wealth Management first reported a position in CMS Energy in Q4 2024 and has held it in 7 quarters since.
Empirical Wealth Management's CMS Energy position peaked at $676K in Q3 2025.
445 funds tracked by Wall St. Rank held CMS Energy as of Q3 2026.

Based on Empirical Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.