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Farther Finance Advisors’s CMS Energy CMS Stock Holding History

Farther Finance Advisors’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 		$379K Buy
6,003
+931
+18% +$65.4K ﹤0.01% 1815
2026
Q2 		$389K Sell
5,072
-303
-6% -$22.7K ﹤0.01% 1749
2026
Q1 		$419K Buy
5,375
+1,097
+26% +$81.4K ﹤0.01% 1524
2025
Q4 		$299K Buy
4,278
+1,050
+33% +$76.4K ﹤0.01% 1645
2025
Q3 		$236K Buy
3,228
+726
+29% +$52.1K ﹤0.01% 1518
2025
Q2 		$173K Sell
2,502
-795
-24% -$56.6K ﹤0.01% 1464
2025
Q1 		$248K Buy
3,297
+2,180
+195% +$152K 0.01% 1140
2024
Q4 		$74.5K Sell
1,117
-307
-22% -$21.1K ﹤0.01% 1447
2024
Q3 		$101K Buy
1,424
+348
+32% +$22.8K ﹤0.01% 1297
2024
Q2 		$63.3K Sell
1,076
-68
-6% -$4.12K ﹤0.01% 1311
2024
Q1 		$68.6K Buy
1,144
+57
+5% +$3.3K ﹤0.01% 1072
2023
Q4 		$63.1K Buy
1,087
+5
+0.5% +$279 ﹤0.01% 959
2023
Q3 		$57.5K Sell
1,082
-217
-17% -$12.6K 0.01% 729
2023
Q2 		$76.3K Buy
1,299
+10
+0.8% +$603 0.02% 547
2023
Q1 		$79.1K Sell
1,289
-126
-9% -$7.75K 0.02% 473
2022
Q4 		$89.6K Buy
+1,415
New +$83.7K 0.03% 349

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
SCP
Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Farther Finance Advisors's CMS Position: Q3 2026 in Review

Farther Finance Advisors increased its CMS Energy (CMS) stake by 18% in Q3 2026, buying an estimated $65.4K and bringing the position to 6,003 shares worth $379K. The position accounts for ﹤0.01% of the portfolio, ranked #1815.

Farther Finance Advisors first reported a position in CMS in Q4 2022 and has held it in 16 quarters since. The position peaked at $419K in Q1 2026. 30 funds tracked by Wall St. Rank hold CMS as of Q3 2026.

  • Farther Finance Advisors held 6,003 shares of CMS Energy worth $379K as of Q3 2026.
  • Farther Finance Advisors bought 931 CMS Energy shares in Q3 2026, an estimated $65.4K.
  • CMS Energy made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1815 holding.
  • Farther Finance Advisors first reported a position in CMS Energy in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's CMS Energy position peaked at $419K in Q1 2026.
  • 30 funds tracked by Wall St. Rank held CMS Energy as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.