Wealth Enhancement Advisory Services
CMS icon

Wealth Enhancement Advisory Services’s CMS Energy CMS Stock Holding History

Wealth Enhancement Advisory 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 		$5.64M Buy
96,100
+43,558
+83% +$3.06M 0.01% 1020
2026
Q2 		$3.76M Buy
52,542
+14,494
+38% +$1.09M 0.01% 1184
2026
Q1 		$2.99M Sell
38,048
-932
-2% -$69.2K 0.01% 1180
2025
Q4 		$2.74M Buy
38,980
+5,310
+16% +$386K ﹤0.01% 1339
2025
Q3 		$2.48M Buy
33,670
+2,797
+9% +$201K ﹤0.01% 1321
2025
Q2 		$2.18M Buy
30,873
+2,093
+7% +$149K ﹤0.01% 1316
2025
Q1 		$2.16M Sell
28,780
-32,687
-53% -$2.28M ﹤0.01% 1205
2024
Q4 		$4.1M Sell
61,467
-52,369
-46% -$3.6M 0.01% 872
2024
Q3 		$8.04M Buy
113,836
+90,575
+389% +$5.94M 0.02% 587
2024
Q2 		$1.38M Buy
23,261
+6,247
+37% +$378K ﹤0.01% 1144
2024
Q1 		$1.03M Sell
17,014
-1,402
-8% -$81.3K ﹤0.01% 1224
2023
Q4 		$1.07M Sell
18,416
-252
-1% -$14.1K ﹤0.01% 1147
2023
Q3 		$991K Buy
+18,668
New +$1.08M ﹤0.01% 1097
2022
Q4 		– Sell
-22,502
Closed -$1.24M – 330
2022
Q3 		$1.24M Buy
+22,502
New +$1.51M 0.02% 220
2021
Q4 		– Sell
-18,524
Closed -$1.12M – 305
2021
Q3 		$1.12M Buy
+18,524
New +$1.16M 0.02% 204

Other funds holding CMS

Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
iA Global Asset Management
iA Global Asset Management Quebec, Quebec, Canada $8.54B AUM 39.73% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Miller Howard Investments
Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return
RWC Asset Management
RWC Asset Management London, United Kingdom $2.7B AUM 20.82% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Cidel Asset Management
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.06B AUM 22.67% 1-Year Est. Return

Wealth Enhancement Advisory Services's CMS Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its CMS Energy (CMS) stake by 83% in Q3 2026, buying an estimated $3.06M and bringing the position to 96,100 shares worth $5.64M. The position accounts for 0.01% of the portfolio, ranked #1020.

Wealth Enhancement Advisory Services first reported a position in CMS in Q3 2021 and has held it in 15 quarters since. The position peaked at $8.04M in Q3 2024. 270 funds tracked by Wall St. Rank hold CMS as of Q3 2026.

  • Wealth Enhancement Advisory Services held 96,100 shares of CMS Energy worth $5.64M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 43,558 CMS Energy shares in Q3 2026, an estimated $3.06M.
  • CMS Energy made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #1020 holding.
  • Wealth Enhancement Advisory Services first reported a position in CMS Energy in Q3 2021 and has held it in 15 quarters since.
  • Wealth Enhancement Advisory Services's CMS Energy position peaked at $8.04M in Q3 2024.
  • 270 funds tracked by Wall St. Rank held CMS Energy as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.