Private Wealth Management Group’s CMS Energy CMS Stock Holding History

Private Wealth Management Group’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	$1.7K	Buy	27 +3	+13%	+$211	﹤0.01%	1228
2026 Q2	$1.84K	Hold	24	–	–	﹤0.01%	1182
2026 Q1	$1.86K	Sell	24 -1	-4%	-$74	﹤0.01%	1103
2025 Q4	$1.75K	Hold	25	–	–	﹤0.01%	1126
2025 Q3	$1.83K	Hold	25	–	–	﹤0.01%	1137
2025 Q2	$1.73K	Buy	25 +1	+4%	+$71	﹤0.01%	1127
2025 Q1	$1.8K	Hold	24	–	–	﹤0.01%	1090
2024 Q4	$1.6K	Hold	24	–	–	﹤0.01%	1166
2024 Q3	$1.7K	Buy	24 +2	+9%	+$131	﹤0.01%	1126
2024 Q2	$1.31K	Hold	22	–	–	﹤0.01%	1201
2024 Q1	$1.33K	Hold	22	–	–	﹤0.01%	1151
2023 Q4	$1.28K	Buy	+22	New	+$1.23K	﹤0.01%	1177

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

Private Wealth Management Group's CMS Position: Q3 2026 in Review

Private Wealth Management Group increased its CMS Energy (CMS) stake by 13% in Q3 2026, buying an estimated $211 and bringing the position to 27 shares worth $1.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1228.

Private Wealth Management Group first reported a position in CMS in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.86K in Q1 2026. 169 funds tracked by Wall St. Rank hold CMS as of Q3 2026.

Private Wealth Management Group held 27 shares of CMS Energy worth $1.7K as of Q3 2026.
Private Wealth Management Group bought 3 CMS Energy shares in Q3 2026, an estimated $211.
CMS Energy made up ﹤0.01% of Private Wealth Management Group's portfolio in Q3 2026, its #1228 holding.
Private Wealth Management Group first reported a position in CMS Energy in Q4 2023 and has held it in 12 quarters since.
Private Wealth Management Group's CMS Energy position peaked at $1.86K in Q1 2026.
169 funds tracked by Wall St. Rank held CMS Energy as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.