Root Financial Partners
CMS icon

Root Financial Partners’s CMS Energy CMS Stock Holding History

Root Financial Partners’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 		$406K Buy
+6,431
New +$452K 0.01% 260
2026
Q2 		– Sell
-764
Closed -$59.3K – 962
2026
Q1 		$59.3K Buy
764
+406
+113% +$30.1K ﹤0.01% 800
2025
Q4 		$25.1K Buy
358
+31
+9% +$2.26K ﹤0.01% 1062
2025
Q3 		$24K Buy
+327
New +$23.5K ﹤0.01% 1027

Other funds holding CMS

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Root Financial Partners's CMS Position: Q3 2026 in Review

Root Financial Partners opened a new position in CMS Energy (CMS) in Q3 2026: 6,431 shares worth $406K. The stake represents 0.01% of the portfolio and ranks #260 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in CMS as recently as Q1 2026.

Root Financial Partners first reported a position in CMS in Q3 2025 and has held it in 4 quarters since. 671 funds tracked by Wall St. Rank hold CMS as of Q3 2026.

  • Root Financial Partners held 6,431 shares of CMS Energy worth $406K as of Q3 2026.
  • CMS Energy was a new Root Financial Partners position in Q3 2026.
  • CMS Energy made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #260 holding.
  • Root Financial Partners first reported a position in CMS Energy in Q3 2025 and has held it in 4 quarters since.
  • 671 funds tracked by Wall St. Rank held CMS Energy as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.