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Noble Wealth Management PBC’s CMS Energy CMS Stock Holding History

Noble Wealth Management PBC’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
-39
Closed -$2.98K – 802
2026
Q2 		$2.98K Buy
+39
New +$2.92K ﹤0.01% 552

Other funds holding CMS

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CCM
Cox Capital Management Andover, Massachusetts $179M AUM 28.94% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SCP
Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return

Noble Wealth Management PBC's CMS Position: Q3 2026 in Review

Noble Wealth Management PBC sold out of CMS Energy (CMS) in Q3 2026, closing a stake of 39 shares — an estimated $2.98K sold.

Noble Wealth Management PBC first reported a position in CMS in Q2 2026 and held it in 1 quarter. The position peaked at $2.98K in Q2 2026. 30 funds tracked by Wall St. Rank hold CMS as of Q3 2026.

  • Noble Wealth Management PBC reported no remaining CMS Energy position as of Q3 2026 after selling out during the quarter.
  • Noble Wealth Management PBC sold 39 CMS Energy shares in Q3 2026, an estimated $2.98K.
  • Noble Wealth Management PBC first reported a position in CMS Energy in Q2 2026 and held it in 1 quarter.
  • Noble Wealth Management PBC's CMS Energy position peaked at $2.98K in Q2 2026.
  • 30 funds tracked by Wall St. Rank held CMS Energy as of Q3 2026.

Based on Noble Wealth Management PBC's 13F filing for Q3 2026, filed 1 Oct 2026.