GoalVest Advisory’s CMS Energy CMS Stock Holding History

GoalVest Advisory’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	$12.1K	Buy	+192	New	+$13.5K	﹤0.01%	411
2022 Q2	–	Sell	-1	Closed	–	–	348
2022 Q1	$0	Buy	+1	New	+$65	﹤0.01%	395

Other funds holding CMS

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Cox Capital Management Andover, Massachusetts $179M AUM 28.94% 1-Year Est. Return

Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return

GoalVest Advisory's CMS Position: Q3 2026 in Review

GoalVest Advisory opened a new position in CMS Energy (CMS) in Q3 2026: 192 shares worth $12.1K. The stake represents ﹤0.01% of the portfolio and ranks #411 among its holdings. This is a return to the name: GoalVest Advisory previously reported a position in CMS as recently as Q1 2022.

GoalVest Advisory first reported a position in CMS in Q1 2022 and has held it in 2 quarters since. 30 funds tracked by Wall St. Rank hold CMS as of Q3 2026.

GoalVest Advisory held 192 shares of CMS Energy worth $12.1K as of Q3 2026.
CMS Energy was a new GoalVest Advisory position in Q3 2026.
CMS Energy made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #411 holding.
GoalVest Advisory first reported a position in CMS Energy in Q1 2022 and has held it in 2 quarters since.
30 funds tracked by Wall St. Rank held CMS Energy as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.