Stiles Financial Services’s CMS Energy CMS Stock Holding History

Stiles Financial Services’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	$214K	Hold	3,396	–	–	0.05%	172
2026 Q2	$260K	Hold	3,396	–	–	0.07%	157
2026 Q1	$263K	Hold	3,396	–	–	0.08%	156
2025 Q4	$237K	Buy	3,396 +25	+0.7%	+$1.82K	0.07%	160
2025 Q3	$247K	Buy	3,371 +25	+0.7%	+$1.8K	0.08%	160
2025 Q2	$232K	Buy	3,346 +26	+0.8%	+$1.85K	0.08%	163
2025 Q1	$249K	Buy	3,320 +24	+0.7%	+$1.68K	0.1%	152
2024 Q4	$220K	Buy	3,296 +25	+0.8%	+$1.72K	0.08%	173
2024 Q3	$231K	Buy	+3,271	New	+$215K	0.08%	169
2022 Q3	–	Sell	-3,042	Closed	-$205K	–	169
2022 Q2	$205K	Buy	3,042 +20	+0.7%	+$1.38K	0.12%	160
2022 Q1	$211K	Buy	+3,022	New	+$196K	0.11%	170

Other funds holding CMS

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

iA Global Asset Management Quebec, Quebec, Canada $8.54B AUM 39.73% 1-Year Est. Return

UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return

RWC Asset Management London, United Kingdom $2.7B AUM 20.82% 1-Year Est. Return

STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.06B AUM 22.67% 1-Year Est. Return

Stiles Financial Services's CMS Position: Q3 2026 in Review

Stiles Financial Services held its CMS Energy (CMS) position steady in Q3 2026 at 3,396 shares worth $214K. The position accounts for 0.05% of the portfolio, ranked #172.

Stiles Financial Services first reported a position in CMS in Q1 2022 and has held it in 11 quarters since. The position peaked at $263K in Q1 2026. 270 funds tracked by Wall St. Rank hold CMS as of Q3 2026.

Stiles Financial Services held 3,396 shares of CMS Energy worth $214K as of Q3 2026.
Stiles Financial Services left its CMS Energy share count unchanged in Q3 2026.
CMS Energy made up 0.05% of Stiles Financial Services's portfolio in Q3 2026, its #172 holding.
Stiles Financial Services first reported a position in CMS Energy in Q1 2022 and has held it in 11 quarters since.
Stiles Financial Services's CMS Energy position peaked at $263K in Q1 2026.
270 funds tracked by Wall St. Rank held CMS Energy as of Q3 2026.

Based on Stiles Financial Services's 13F filing for Q3 2026, filed 30 Oct 2026.