Mather Group’s CMS Energy CMS Stock Holding History

Mather 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	$791K	Sell	12,537 -5,605	-31%	-$394K	0.01%	432
2026 Q2	$1.39M	Sell	18,142 -3,541	-16%	-$265K	0.01%	324
2026 Q1	$1.68M	Sell	21,683 -3,826	-15%	-$284K	0.02%	247
2025 Q4	$1.78M	Buy	25,509 +11,649	+84%	+$847K	0.02%	213
2025 Q3	$1.02M	Buy	13,860 +1,938	+16%	+$139K	0.01%	273
2025 Q2	$826K	Buy	11,922 +4,160	+54%	+$296K	0.01%	300
2025 Q1	$583K	Buy	7,762 +3,766	+94%	+$263K	0.01%	348
2024 Q4	$266K	Buy	3,996 +220	+6%	+$15.1K	﹤0.01%	489
2024 Q3	$267K	Buy	3,776 +480	+15%	+$31.5K	﹤0.01%	493
2024 Q2	$199K	Sell	3,296 -601	-15%	-$36.4K	﹤0.01%	616
2024 Q1	$226K	Sell	3,897 -300	-7%	-$17.4K	﹤0.01%	497
2023 Q4	$244K	Buy	+4,197	New	+$234K	﹤0.01%	502
2023 Q3	–	Sell	-4,610	Closed	-$271K	–	549
2023 Q2	$271K	Buy	+4,610	New	+$278K	﹤0.01%	476

Other funds holding CMS

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

RWC Asset Management London, United Kingdom $2.7B AUM 20.82% 1-Year Est. Return

Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return

Covea Finance Paris, France $3.07B AUM 27.46% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Mather Group's CMS Position: Q3 2026 in Review

Mather Group reduced its CMS Energy (CMS) stake by 31% in Q3 2026, selling an estimated $394K and leaving 12,537 shares worth $791K. The position accounts for 0.01% of the portfolio, ranked #432.

Mather Group first reported a position in CMS in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.78M in Q4 2025. 158 funds tracked by Wall St. Rank hold CMS as of Q3 2026.

Mather Group held 12,537 shares of CMS Energy worth $791K as of Q3 2026.
Mather Group sold 5,605 CMS Energy shares in Q3 2026, an estimated $394K.
CMS Energy made up 0.01% of Mather Group's portfolio in Q3 2026, its #432 holding.
Mather Group first reported a position in CMS Energy in Q2 2023 and has held it in 13 quarters since.
Mather Group's CMS Energy position peaked at $1.78M in Q4 2025.
158 funds tracked by Wall St. Rank held CMS Energy as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.