Physician Wealth Advisors
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Physician Wealth Advisors’s CMS Energy CMS Stock Holding History

Physician Wealth Advisors’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 		$44.8K Buy
710
+136
+24% +$9.5K 0.01% 482
2026
Q2 		$43.9K Buy
574
+21
+4% +$1.57K 0.01% 460
2026
Q1 		$42.9K Sell
553
-150
-21% -$11.1K 0.01% 431
2025
Q4 		$49.2K Buy
703
+161
+30% +$11.7K 0.01% 397
2025
Q3 		$39.7K Buy
+542
New +$38.9K 0.01% 413

Other funds holding CMS

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
W.H. Reaves & Co
W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
iA Global Asset Management
iA Global Asset Management Quebec, Quebec, Canada $8.54B AUM 39.73% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return

Physician Wealth Advisors's CMS Position: Q3 2026 in Review

Physician Wealth Advisors increased its CMS Energy (CMS) stake by 24% in Q3 2026, buying an estimated $9.5K and bringing the position to 710 shares worth $44.8K. The position accounts for 0.01% of the portfolio, ranked #482.

Physician Wealth Advisors first reported a position in CMS in Q3 2025 and has held it in 5 quarters since. The position peaked at $49.2K in Q4 2025. 432 funds tracked by Wall St. Rank hold CMS as of Q3 2026.

  • Physician Wealth Advisors held 710 shares of CMS Energy worth $44.8K as of Q3 2026.
  • Physician Wealth Advisors bought 136 CMS Energy shares in Q3 2026, an estimated $9.5K.
  • CMS Energy made up 0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #482 holding.
  • Physician Wealth Advisors first reported a position in CMS Energy in Q3 2025 and has held it in 5 quarters since.
  • Physician Wealth Advisors's CMS Energy position peaked at $49.2K in Q4 2025.
  • 432 funds tracked by Wall St. Rank held CMS Energy as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.