N.E.W. Advisory Services’s CMS Energy CMS Stock Holding History

N.E.W. Advisory Services’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	$757	Buy	+12	New	+$843	﹤0.01%	968

Other funds holding CMS

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

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

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

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

W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

iA Global Asset Management Quebec, Quebec, Canada $8.54B AUM 39.73% 1-Year Est. Return

Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return

N.E.W. Advisory Services's CMS Position: Q3 2026 in Review

N.E.W. Advisory Services opened a new position in CMS Energy (CMS) in Q3 2026: 12 shares worth $757. The stake represents ﹤0.01% of the portfolio and ranks #968 among its holdings.

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

N.E.W. Advisory Services held 12 shares of CMS Energy worth $757 as of Q3 2026.
CMS Energy was a new N.E.W. Advisory Services position in Q3 2026.
CMS Energy made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q3 2026, its #968 holding.
432 funds tracked by Wall St. Rank held CMS Energy as of Q3 2026.

Based on N.E.W. Advisory Services's 13F filing for Q3 2026, filed 9 Nov 2026.