Golden State Equity Partners
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Golden State Equity Partners’s CMS Energy CMS Stock Holding History

Golden State Equity Partners’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 		$5.3K Buy
+84
New +$5.9K ﹤0.01% 1653
2026
Q2 		– Sell
-156
Closed -$12.1K – 593
2026
Q1 		$12.1K Buy
+156
New +$11.6K ﹤0.01% 1240
2024
Q4 		– Sell
-221
Closed -$15.6K – 532
2024
Q3 		$15.6K Buy
+221
New +$14.5K ﹤0.01% 665

Other funds holding CMS

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JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Golden State Equity Partners's CMS Position: Q3 2026 in Review

Golden State Equity Partners opened a new position in CMS Energy (CMS) in Q3 2026: 84 shares worth $5.3K. The stake represents ﹤0.01% of the portfolio and ranks #1653 among its holdings. This is a return to the name: Golden State Equity Partners previously reported a position in CMS as recently as Q1 2026.

Golden State Equity Partners first reported a position in CMS in Q3 2024 and has held it in 3 quarters since. The position peaked at $15.6K in Q3 2024. 505 funds tracked by Wall St. Rank hold CMS as of Q3 2026.

  • Golden State Equity Partners held 84 shares of CMS Energy worth $5.3K as of Q3 2026.
  • CMS Energy was a new Golden State Equity Partners position in Q3 2026.
  • CMS Energy made up ﹤0.01% of Golden State Equity Partners's portfolio in Q3 2026, its #1653 holding.
  • Golden State Equity Partners first reported a position in CMS Energy in Q3 2024 and has held it in 3 quarters since.
  • Golden State Equity Partners's CMS Energy position peaked at $15.6K in Q3 2024.
  • 505 funds tracked by Wall St. Rank held CMS Energy as of Q3 2026.

Based on Golden State Equity Partners's 13F filing for Q3 2026, filed 3 Nov 2026.