Holos Integrated Wealth
CMS icon

Holos Integrated Wealth’s CMS Energy CMS Stock Holding History

Holos Integrated Wealth’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 		$11.3K Hold
168
– – 0.01% 263
2026
Q2 		$12.9K Hold
168
– – 0.01% 245
2026
Q1 		$13.2K Hold
168
– – 0.01% 239
2025
Q4 		$11.8K Hold
168
– – 0.01% 195
2025
Q3 		$12.4K Hold
168
– – 0.01% 184
2025
Q2 		$12.3K Hold
168
– – 0.01% 182
2025
Q1 		$12.6K Hold
168
– – 0.01% 181
2024
Q4 		$11.2K Buy
+168
New +$11.6K 0.01% 188

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

Holos Integrated Wealth's CMS Position: Q3 2026 in Review

Holos Integrated Wealth held its CMS Energy (CMS) position steady in Q3 2026 at 168 shares worth $11.3K. The position accounts for 0.01% of the portfolio, ranked #263.

Holos Integrated Wealth first reported a position in CMS in Q4 2024 and has held it in 8 quarters since. The position peaked at $13.2K in Q1 2026. 169 funds tracked by Wall St. Rank hold CMS as of Q3 2026.

  • Holos Integrated Wealth held 168 shares of CMS Energy worth $11.3K as of Q3 2026.
  • Holos Integrated Wealth left its CMS Energy share count unchanged in Q3 2026.
  • CMS Energy made up 0.01% of Holos Integrated Wealth's portfolio in Q3 2026, its #263 holding.
  • Holos Integrated Wealth first reported a position in CMS Energy in Q4 2024 and has held it in 8 quarters since.
  • Holos Integrated Wealth's CMS Energy position peaked at $13.2K in Q1 2026.
  • 169 funds tracked by Wall St. Rank held CMS Energy as of Q3 2026.

Based on Holos Integrated Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.