Fairman Group
CMS icon

Fairman Group’s CMS Energy CMS Stock Holding History

Fairman Group’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 		$4.92K Hold
78
– – ﹤0.01% 207
2026
Q2 		$5.97K Hold
78
– – ﹤0.01% 199
2026
Q1 		$6.05K Hold
78
– – 0.01% 181
2025
Q4 		$5.46K Buy
+78
New +$5.67K ﹤0.01% 195

Other funds holding CMS

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
iA Global Asset Management
iA Global Asset Management Quebec, Quebec, Canada $8.54B AUM 39.73% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Miller Howard Investments
Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return

Fairman Group's CMS Position: Q3 2026 in Review

Fairman Group held its CMS Energy (CMS) position steady in Q3 2026 at 78 shares worth $4.92K. The position accounts for ﹤0.01% of the portfolio, ranked #207.

Fairman Group first reported a position in CMS in Q4 2025 and has held it in 4 quarters since. The position peaked at $6.05K in Q1 2026. 342 funds tracked by Wall St. Rank hold CMS as of Q3 2026.

  • Fairman Group held 78 shares of CMS Energy worth $4.92K as of Q3 2026.
  • Fairman Group left its CMS Energy share count unchanged in Q3 2026.
  • CMS Energy made up ﹤0.01% of Fairman Group's portfolio in Q3 2026, its #207 holding.
  • Fairman Group first reported a position in CMS Energy in Q4 2025 and has held it in 4 quarters since.
  • Fairman Group's CMS Energy position peaked at $6.05K in Q1 2026.
  • 342 funds tracked by Wall St. Rank held CMS Energy as of Q3 2026.

Based on Fairman Group's 13F filing for Q3 2026, filed 26 Oct 2026.