Vontobel Holding’s CMS Energy CMS Stock Holding History

Vontobel Holding’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	$321K	Buy	5,089 +1,774	+54%	+$125K	﹤0.01%	1231
2026 Q2	$254K	Buy	3,315 +194	+6%	+$14.5K	﹤0.01%	1280
2026 Q1	$242K	Hold	3,121	–	–	﹤0.01%	1064
2025 Q4	$218K	Sell	3,121 -304	-9%	-$22.1K	﹤0.01%	1281
2025 Q3	$251K	Sell	3,425 -449	-12%	-$32.3K	﹤0.01%	1161
2025 Q2	$268K	Sell	3,874 -788	-17%	-$56.1K	﹤0.01%	1084
2025 Q1	$350K	Buy	4,662 +400	+9%	+$27.9K	﹤0.01%	878
2024 Q4	$284K	Hold	4,262	–	–	﹤0.01%	927
2024 Q3	$301K	Buy	4,262 +215	+5%	+$14.1K	﹤0.01%	915
2024 Q2	$241K	Sell	4,047 -539	-12%	-$32.6K	﹤0.01%	946
2024 Q1	$277K	Sell	4,586 -337	-7%	-$19.5K	﹤0.01%	917
2023 Q4	$286K	Sell	4,923 -946	-16%	-$52.8K	﹤0.01%	940
2023 Q3	$312K	Buy	+5,869	New	+$340K	﹤0.01%	884
2021 Q4	–	Sell	-4,825	Closed	-$288K	–	1078
2021 Q3	$288K	Hold	4,825	–	–	﹤0.01%	950
2021 Q2	$284K	Hold	4,825	–	–	﹤0.01%	932
2021 Q1	$296K	Sell	4,825 -236	-5%	-$13.6K	﹤0.01%	813
2020 Q4	$286K	Buy	+5,061	New	+$316K	﹤0.01%	814

Other funds holding CMS

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

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

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

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

W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

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

Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return

Vontobel Holding's CMS Position: Q3 2026 in Review

Vontobel Holding increased its CMS Energy (CMS) stake by 54% in Q3 2026, buying an estimated $125K and bringing the position to 5,089 shares worth $321K. The position accounts for ﹤0.01% of the portfolio, ranked #1231.

Vontobel Holding first reported a position in CMS in Q4 2020 and has held it in 17 quarters since. The position peaked at $350K in Q1 2025. 401 funds tracked by Wall St. Rank hold CMS as of Q3 2026.

Vontobel Holding held 5,089 shares of CMS Energy worth $321K as of Q3 2026.
Vontobel Holding bought 1,774 CMS Energy shares in Q3 2026, an estimated $125K.
CMS Energy made up ﹤0.01% of Vontobel Holding's portfolio in Q3 2026, its #1231 holding.
Vontobel Holding first reported a position in CMS Energy in Q4 2020 and has held it in 17 quarters since.
Vontobel Holding's CMS Energy position peaked at $350K in Q1 2025.
401 funds tracked by Wall St. Rank held CMS Energy as of Q3 2026.

Based on Vontobel Holding's 13F filing for Q3 2026, filed 16 Oct 2026.