Meriwether Wealth & Planning’s CMS Energy CMS Stock Holding History

Meriwether Wealth & Planning’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	$7.63K	Buy	+121	New	+$8.5K	﹤0.01%	461

Other funds holding CMS

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

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return

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

Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 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

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

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

Meriwether Wealth & Planning's CMS Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in CMS Energy (CMS) in Q3 2026: 121 shares worth $7.63K. The stake represents ﹤0.01% of the portfolio and ranks #461 among its holdings.

232 funds tracked by Wall St. Rank hold CMS as of Q3 2026.

Meriwether Wealth & Planning held 121 shares of CMS Energy worth $7.63K as of Q3 2026.
CMS Energy was a new Meriwether Wealth & Planning position in Q3 2026.
CMS Energy made up ﹤0.01% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #461 holding.
232 funds tracked by Wall St. Rank held CMS Energy as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.