Finer Wealth Management’s CMS Energy CMS Stock Holding History

Finer 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	$568K	Hold	9,000	–	–	0.22%	60
2026 Q2	$688K	Hold	9,000	–	–	0.31%	50
2026 Q1	$698K	Hold	9,000	–	–	0.35%	52
2025 Q4	$629K	Hold	9,000	–	–	0.3%	48
2025 Q3	$659K	Hold	9,000	–	–	0.33%	49
2025 Q2	$624K	Hold	9,000	–	–	0.33%	51
2025 Q1	$676K	Hold	9,000	–	–	0.41%	48
2024 Q4	$600K	Hold	9,000	–	–	0.34%	52
2024 Q3	$636K	Buy	+9,000	New	+$591K	0.39%	49
2024 Q2	–	Sell	-10,139	Closed	-$612K	–	75
2024 Q1	$612K	Hold	10,139	–	–	0.4%	53
2023 Q4	$589K	Hold	10,139	–	–	0.44%	48
2023 Q3	$538K	Hold	10,139	–	–	0.43%	49
2023 Q2	$596K	Hold	10,139	–	–	0.47%	50
2023 Q1	$622K	Hold	10,139	–	–	0.53%	47
2022 Q4	$642K	Hold	10,139	–	–	0.6%	43
2022 Q3	$590K	Hold	10,139	–	–	0.58%	44
2022 Q2	$684K	Sell	10,139 -2,731	-21%	-$189K	0.62%	41
2022 Q1	$900K	Hold	12,870	–	–	0.73%	39
2021 Q4	$837K	Buy	+12,870	New	+$790K	0.69%	43

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

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 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

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

Finer Wealth Management held its CMS Energy (CMS) position steady in Q3 2026 at 9,000 shares worth $568K. The position accounts for 0.22% of the portfolio, ranked #60.

Finer Wealth Management first reported a position in CMS in Q4 2021 and has held it in 19 quarters since. The position peaked at $900K in Q1 2022. 479 funds tracked by Wall St. Rank hold CMS as of Q3 2026.

Finer Wealth Management held 9,000 shares of CMS Energy worth $568K as of Q3 2026.
Finer Wealth Management left its CMS Energy share count unchanged in Q3 2026.
CMS Energy made up 0.22% of Finer Wealth Management's portfolio in Q3 2026, its #60 holding.
Finer Wealth Management first reported a position in CMS Energy in Q4 2021 and has held it in 19 quarters since.
Finer Wealth Management's CMS Energy position peaked at $900K in Q1 2022.
479 funds tracked by Wall St. Rank held CMS Energy as of Q3 2026.

Based on Finer Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.