Matthew Hamilton Rosenberg’s CMS Energy CMS Stock Holding History

Matthew Hamilton Rosenberg’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	$5.8K	Hold	92	–	–	﹤0.01%	696
2026 Q2	$7.04K	Hold	92	–	–	﹤0.01%	666
2026 Q1	$7.14K	Hold	92	–	–	﹤0.01%	653
2025 Q4	$6.43K	Hold	92	–	–	﹤0.01%	669
2025 Q3	$6.74K	Hold	92	–	–	﹤0.01%	670
2025 Q2	$6.37K	Hold	92	–	–	﹤0.01%	706
2025 Q1	$6.91K	Hold	92	–	–	﹤0.01%	679
2024 Q4	$6.13K	Hold	92	–	–	﹤0.01%	674
2024 Q3	$6.5K	Hold	92	–	–	﹤0.01%	669
2024 Q2	$5.41K	Hold	92	–	–	﹤0.01%	651
2024 Q1	$5.52K	Hold	92	–	–	﹤0.01%	684
2023 Q4	$5.34K	Buy	+92	New	+$5.14K	﹤0.01%	693

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

Matthew Hamilton Rosenberg's CMS Position: Q3 2026 in Review

Matthew Hamilton Rosenberg held its CMS Energy (CMS) position steady in Q3 2026 at 92 shares worth $5.8K. The position accounts for ﹤0.01% of the portfolio, ranked #696.

Matthew Hamilton Rosenberg first reported a position in CMS in Q4 2023 and has held it in 12 quarters since. The position peaked at $7.14K in Q1 2026. 169 funds tracked by Wall St. Rank hold CMS as of Q3 2026.

Matthew Hamilton Rosenberg held 92 shares of CMS Energy worth $5.8K as of Q3 2026.
Matthew Hamilton Rosenberg left its CMS Energy share count unchanged in Q3 2026.
CMS Energy made up ﹤0.01% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #696 holding.
Matthew Hamilton Rosenberg first reported a position in CMS Energy in Q4 2023 and has held it in 12 quarters since.
Matthew Hamilton Rosenberg's CMS Energy position peaked at $7.14K in Q1 2026.
169 funds tracked by Wall St. Rank held CMS Energy as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.