Secure Asset Management
CMS icon

Secure Asset Management’s CMS Energy CMS Stock Holding History

Secure Asset Management’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
-2,906
Closed -$222K – 343
2026
Q2 		$222K Buy
+2,906
New +$218K 0.03% 299
2020
Q1 		– Sell
-3,251
Closed -$204K – 119
2019
Q4 		$204K Buy
+3,251
New +$203K 0.14% 148

Other funds holding CMS

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Fisher Funds Management
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Secure Asset Management's CMS Position: Q3 2026 in Review

Secure Asset Management sold out of CMS Energy (CMS) in Q3 2026, closing a stake of 2,906 shares — an estimated $222K sold.

Secure Asset Management first reported a position in CMS in Q4 2019 and held it in 2 quarters. The position peaked at $222K in Q2 2026. 108 funds tracked by Wall St. Rank hold CMS as of Q3 2026.

  • Secure Asset Management reported no remaining CMS Energy position as of Q3 2026 after selling out during the quarter.
  • Secure Asset Management sold 2,906 CMS Energy shares in Q3 2026, an estimated $222K.
  • Secure Asset Management first reported a position in CMS Energy in Q4 2019 and held it in 2 quarters.
  • Secure Asset Management's CMS Energy position peaked at $222K in Q2 2026.
  • 108 funds tracked by Wall St. Rank held CMS Energy as of Q3 2026.

Based on Secure Asset Management's 13F filing for Q3 2026, filed 19 Oct 2026.