Kingdom Financial Group
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Kingdom Financial Group’s CMS Energy CMS Stock Holding History

Kingdom Financial Group’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 		$165 Sell
3
-2
-40% -$140 ﹤0.01% 880
2026
Q2 		$350 Sell
5
-23
-82% -$1.72K ﹤0.01% 757
2026
Q1 		$2.18K Sell
28
-43
-61% -$3.19K ﹤0.01% 654
2025
Q4 		$4.99K Buy
+71
New +$5.16K ﹤0.01% 490

Other funds holding CMS

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Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
W.H. Reaves & Co
W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
iA Global Asset Management
iA Global Asset Management Quebec, Quebec, Canada $8.54B AUM 39.73% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return

Kingdom Financial Group's CMS Position: Q3 2026 in Review

Kingdom Financial Group reduced its CMS Energy (CMS) stake by 40% in Q3 2026, selling an estimated $140 and leaving 3 shares worth $165. The position accounts for ﹤0.01% of the portfolio, ranked #880.

Kingdom Financial Group first reported a position in CMS in Q4 2025 and has held it in 4 quarters since. The position peaked at $4.99K in Q4 2025. 432 funds tracked by Wall St. Rank hold CMS as of Q3 2026.

  • Kingdom Financial Group held 3 shares of CMS Energy worth $165 as of Q3 2026.
  • Kingdom Financial Group sold 2 CMS Energy shares in Q3 2026, an estimated $140.
  • CMS Energy made up ﹤0.01% of Kingdom Financial Group's portfolio in Q3 2026, its #880 holding.
  • Kingdom Financial Group first reported a position in CMS Energy in Q4 2025 and has held it in 4 quarters since.
  • Kingdom Financial Group's CMS Energy position peaked at $4.99K in Q4 2025.
  • 432 funds tracked by Wall St. Rank held CMS Energy as of Q3 2026.

Based on Kingdom Financial Group's 13F filing for Q3 2026, filed 4 Nov 2026.