Fisher Funds Management’s CMS Energy CMS Stock Holding History

Fisher Funds 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	$22.3M	Sell	353,356 -75,837	-18%	-$5.32M	0.65%	47
2026 Q2	$32.8M	Sell	429,193 -96,554	-18%	-$7.24M	0.93%	30
2026 Q1	$40.8M	Buy	525,747 +17,189	+3%	+$1.28M	1.2%	27
2025 Q4	$35.6M	Sell	508,558 -34,554	-6%	-$2.51M	0.92%	34
2025 Q3	$39.8M	Sell	543,112 -237,494	-30%	-$17.1M	1.05%	31
2025 Q2	$54.1M	Hold	780,606	–	–	1.28%	26
2025 Q1	$58.6M	Sell	780,606 -31,140	-4%	-$2.17M	1.42%	22
2024 Q4	$53.9M	Buy	+811,746	New	+$55.8M	1.3%	24

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

Fisher Funds Management's CMS Position: Q3 2026 in Review

Fisher Funds Management reduced its CMS Energy (CMS) stake by 18% in Q3 2026, selling an estimated $5.32M and leaving 353,356 shares worth $22.3M. The position accounts for 0.65% of the portfolio, ranked #47.

Fisher Funds Management first reported a position in CMS in Q4 2024 and has held it in 8 quarters since. The position peaked at $58.6M in Q1 2025. 464 funds tracked by Wall St. Rank hold CMS as of Q3 2026.

Fisher Funds Management held 353,356 shares of CMS Energy worth $22.3M as of Q3 2026.
Fisher Funds Management sold 75,837 CMS Energy shares in Q3 2026, an estimated $5.32M.
CMS Energy made up 0.65% of Fisher Funds Management's portfolio in Q3 2026, its #47 holding.
Fisher Funds Management first reported a position in CMS Energy in Q4 2024 and has held it in 8 quarters since.
Fisher Funds Management's CMS Energy position peaked at $58.6M in Q1 2025.
464 funds tracked by Wall St. Rank held CMS Energy as of Q3 2026.

Based on Fisher Funds Management's 13F filing for Q3 2026, filed 13 Oct 2026.