TBFA
CMS icon

Three Bearings Fiduciary Advisors’s CMS Energy CMS Stock Holding History

Three Bearings Fiduciary Advisors’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
Q1 		– Sell
-10
Closed -$715 – 344
2025
Q4 		$715 Buy
+10
New +$727 ﹤0.01% 337

Other funds holding CMS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Three Bearings Fiduciary Advisors's CMS Position: Q1 2026 in Review

Three Bearings Fiduciary Advisors sold out of CMS Energy (CMS) in Q1 2026, closing a stake of 10 shares — an estimated $715 sold.

Three Bearings Fiduciary Advisors first reported a position in CMS in Q4 2025 and held it in 1 quarter. The position peaked at $715 in Q4 2025. 801 funds tracked by Wall St. Rank hold CMS as of Q1 2026.

  • Three Bearings Fiduciary Advisors reported no remaining CMS Energy position as of Q1 2026 after selling out during the quarter.
  • Three Bearings Fiduciary Advisors sold 10 CMS Energy shares in Q1 2026, an estimated $715.
  • Three Bearings Fiduciary Advisors first reported a position in CMS Energy in Q4 2025 and held it in 1 quarter.
  • Three Bearings Fiduciary Advisors's CMS Energy position peaked at $715 in Q4 2025.
  • 801 funds tracked by Wall St. Rank held CMS Energy as of Q1 2026.

Based on Three Bearings Fiduciary Advisors's 13F filing for Q1 2026, filed 11 Jun 2026.