Highline Wealth Partners
CMS icon

Highline Wealth Partners’s CMS Energy CMS Stock Holding History

Highline Wealth 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 		$3.34K Hold
53
– – ﹤0.01% 1034
2026
Q2 		$4.06K Buy
53
+8
+18% +$600 ﹤0.01% 909
2026
Q1 		$3.49K Buy
45
+1
+2% +$74 ﹤0.01% 847
2025
Q4 		$3.08K Hold
44
– – ﹤0.01% 723
2025
Q3 		$3.22K Hold
44
– – ﹤0.01% 719
2025
Q2 		$3.05K Hold
44
– – ﹤0.01% 556
2025
Q1 		$3.3K Buy
+44
New +$3.07K ﹤0.01% 533

Other funds holding CMS

Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
RWC Asset Management
RWC Asset Management London, United Kingdom $2.7B AUM 20.82% 1-Year Est. Return
Fisher Funds Management
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return
Covea Finance
Covea Finance Paris, France $3.07B AUM 27.46% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Highline Wealth Partners's CMS Position: Q3 2026 in Review

Highline Wealth Partners held its CMS Energy (CMS) position steady in Q3 2026 at 53 shares worth $3.34K. The position accounts for ﹤0.01% of the portfolio, ranked #1034.

Highline Wealth Partners first reported a position in CMS in Q1 2025 and has held it in 7 quarters since. The position peaked at $4.06K in Q2 2026. 155 funds tracked by Wall St. Rank hold CMS as of Q3 2026.

  • Highline Wealth Partners held 53 shares of CMS Energy worth $3.34K as of Q3 2026.
  • Highline Wealth Partners left its CMS Energy share count unchanged in Q3 2026.
  • CMS Energy made up ﹤0.01% of Highline Wealth Partners's portfolio in Q3 2026, its #1034 holding.
  • Highline Wealth Partners first reported a position in CMS Energy in Q1 2025 and has held it in 7 quarters since.
  • Highline Wealth Partners's CMS Energy position peaked at $4.06K in Q2 2026.
  • 155 funds tracked by Wall St. Rank held CMS Energy as of Q3 2026.

Based on Highline Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.