Financial Network Wealth Advisors
CMS icon

Financial Network Wealth Advisors’s CMS Energy CMS Stock Holding History

Financial Network Wealth 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 		$1.01K Buy
16
+7
+78% +$492 ﹤0.01% 836
2026
Q2 		$689 Buy
+9
New +$675 ﹤0.01% 829
2024
Q3 		– Sell
-12
Closed -$714 – 836
2024
Q2 		$714 Buy
+12
New +$726 ﹤0.01% 862

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
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
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
iA Global Asset Management
iA Global Asset Management Quebec, Quebec, Canada $8.54B AUM 39.73% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return

Financial Network Wealth Advisors's CMS Position: Q3 2026 in Review

Financial Network Wealth Advisors increased its CMS Energy (CMS) stake by 78% in Q3 2026, buying an estimated $492 and bringing the position to 16 shares worth $1.01K. The position accounts for ﹤0.01% of the portfolio, ranked #836.

Financial Network Wealth Advisors first reported a position in CMS in Q2 2024 and has held it in 3 quarters since. 401 funds tracked by Wall St. Rank hold CMS as of Q3 2026.

  • Financial Network Wealth Advisors held 16 shares of CMS Energy worth $1.01K as of Q3 2026.
  • Financial Network Wealth Advisors bought 7 CMS Energy shares in Q3 2026, an estimated $492.
  • CMS Energy made up ﹤0.01% of Financial Network Wealth Advisors's portfolio in Q3 2026, its #836 holding.
  • Financial Network Wealth Advisors first reported a position in CMS Energy in Q2 2024 and has held it in 3 quarters since.
  • 401 funds tracked by Wall St. Rank held CMS Energy as of Q3 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.