Strategy Asset Managers
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Strategy Asset Managers’s CMS Energy CMS Stock Holding History

Strategy Asset Managers’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 		$346K Buy
5,483
+326
+6% +$22.9K 0.05% 198
2026
Q2 		$395K Sell
5,157
-231
-4% -$17.3K 0.06% 187
2026
Q1 		$418K Buy
5,388
+271
+5% +$20.1K 0.07% 172
2025
Q4 		$358K Sell
5,117
-16
-0.3% -$1.16K 0.06% 184
2025
Q3 		$376K Sell
5,133
-129
-2% -$9.27K 0.07% 178
2025
Q2 		$365K Sell
5,262
-97
-2% -$6.91K 0.07% 174
2025
Q1 		$403K Buy
5,359
+135
+3% +$9.43K 0.08% 162
2024
Q4 		$348K Buy
5,224
+102
+2% +$7.02K 0.07% 188
2024
Q3 		$362K Buy
5,122
+906
+21% +$59.5K 0.07% 186
2024
Q2 		$248K Sell
4,216
-229
-5% -$13.9K 0.06% 221
2024
Q1 		$268K Buy
4,445
+387
+10% +$22.4K 0.06% 203
2023
Q4 		$236K Sell
4,058
-233
-5% -$13K 0.06% 208
2023
Q3 		$228K Buy
4,291
+75
+2% +$4.34K 0.06% 202
2023
Q2 		$248K Buy
4,216
+117
+3% +$7.06K 0.06% 221
2023
Q1 		$252K Buy
4,099
+4
+0.1% +$246 0.06% 210
2022
Q4 		$259K Sell
4,095
-131
-3% -$7.74K 0.07% 208
2022
Q3 		$246K Buy
+4,226
New +$284K 0.07% 212
2022
Q2 		– Sell
-4,087
Closed -$286K – 183
2022
Q1 		$286K Buy
+4,087
New +$265K 0.06% 207
2021
Q4 		– Sell
-4,044
Closed -$242K – 181
2021
Q3 		$242K Buy
4,044
+34
+0.8% +$2.12K 0.05% 235
2021
Q2 		$237K Buy
4,010
+698
+21% +$43.4K 0.05% 250
2021
Q1 		$203K Buy
+3,312
New +$190K 0.05% 248
2020
Q4 		– Sell
-5,138
Closed -$316K – 244
2020
Q3 		$316K Sell
5,138
-3,729
-42% -$228K 0.08% 171
2020
Q2 		$518K Buy
8,867
+1,294
+17% +$74.9K 0.14% 121
2020
Q1 		$445K Sell
7,573
-9,947
-57% -$637K 0.14% 115
2019
Q4 		$1.1M Buy
17,520
+7,177
+69% +$447K 0.27% 66
2019
Q3 		$661K Buy
+10,343
New +$628K 0.2% 89

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

Strategy Asset Managers's CMS Position: Q3 2026 in Review

Strategy Asset Managers increased its CMS Energy (CMS) stake by 6.3% in Q3 2026, buying an estimated $22.9K and bringing the position to 5,483 shares worth $346K. The position accounts for 0.05% of the portfolio, ranked #198.

Strategy Asset Managers first reported a position in CMS in Q3 2019 and has held it in 26 quarters since. The position peaked at $1.1M in Q4 2019. 108 funds tracked by Wall St. Rank hold CMS as of Q3 2026.

  • Strategy Asset Managers held 5,483 shares of CMS Energy worth $346K as of Q3 2026.
  • Strategy Asset Managers bought 326 CMS Energy shares in Q3 2026, an estimated $22.9K.
  • CMS Energy made up 0.05% of Strategy Asset Managers's portfolio in Q3 2026, its #198 holding.
  • Strategy Asset Managers first reported a position in CMS Energy in Q3 2019 and has held it in 26 quarters since.
  • Strategy Asset Managers's CMS Energy position peaked at $1.1M in Q4 2019.
  • 108 funds tracked by Wall St. Rank held CMS Energy as of Q3 2026.

Based on Strategy Asset Managers's 13F filing for Q3 2026, filed 14 Oct 2026.