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Mascoma Wealth Management’s CMS Energy CMS Stock Holding History

Mascoma Wealth Management’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 		– Sell
-2
Closed -$153 – 579
2026
Q2 		$153 Buy
+2
New +$150 ﹤0.01% 595
2022
Q4 		– Sell
-45
Closed -$3K – 631
2022
Q3 		$3K Hold
45
– – ﹤0.01% 523
2022
Q2 		$3K Hold
45
– – ﹤0.01% 539
2022
Q1 		$3K Buy
+45
New +$2.92K ﹤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

Mascoma Wealth Management's CMS Position: Q3 2026 in Review

Mascoma Wealth Management sold out of CMS Energy (CMS) in Q3 2026, closing a stake of 2 shares — an estimated $153 sold.

Mascoma Wealth Management first reported a position in CMS in Q1 2022 and held it in 4 quarters. The position peaked at $3K in Q3 2022. 169 funds tracked by Wall St. Rank hold CMS as of Q3 2026.

  • Mascoma Wealth Management reported no remaining CMS Energy position as of Q3 2026 after selling out during the quarter.
  • Mascoma Wealth Management sold 2 CMS Energy shares in Q3 2026, an estimated $153.
  • Mascoma Wealth Management first reported a position in CMS Energy in Q1 2022 and held it in 4 quarters.
  • Mascoma Wealth Management's CMS Energy position peaked at $3K in Q3 2022.
  • 169 funds tracked by Wall St. Rank held CMS Energy as of Q3 2026.

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