Walker Asset Management’s CMS Energy CMS Stock Holding History

Walker 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	-2,836	Closed	-$217K	–	151
2026 Q2	$217K	Buy	2,836 +22	+0.8%	+$1.65K	0.11%	139
2026 Q1	$218K	Buy	+2,814	New	+$209K	0.12%	131
2025 Q4	–	Sell	-2,774	Closed	-$203K	–	141
2025 Q3	$203K	Buy	+2,774	New	+$199K	0.11%	131
2025 Q2	–	Sell	-2,732	Closed	-$205K	–	143
2025 Q1	$205K	Buy	+2,732	New	+$191K	0.12%	134

Other funds holding CMS

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

Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

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

Walker Asset Management sold out of CMS Energy (CMS) in Q3 2026, closing a stake of 2,836 shares — an estimated $217K sold.

Walker Asset Management first reported a position in CMS in Q1 2025 and held it in 4 quarters. The position peaked at $218K in Q1 2026. 109 funds tracked by Wall St. Rank hold CMS as of Q3 2026.

Walker Asset Management reported no remaining CMS Energy position as of Q3 2026 after selling out during the quarter.
Walker Asset Management sold 2,836 CMS Energy shares in Q3 2026, an estimated $217K.
Walker Asset Management first reported a position in CMS Energy in Q1 2025 and held it in 4 quarters.
Walker Asset Management's CMS Energy position peaked at $218K in Q1 2026.
109 funds tracked by Wall St. Rank held CMS Energy as of Q3 2026.

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