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 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

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return

Cox Capital Management Andover, Massachusetts $180M AUM 40.44% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Mirador Capital Partners Pleasanton, California $816M AUM 42.46% 1-Year Est. Return

Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return

Chesley Taft & Associates Chicago, Illinois $2.57B AUM 22.93% 1-Year Est. Return