Wedbush Securities
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Wedbush Securities’s CMS Energy CMS Stock Holding History

Wedbush Securities’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 		$1.56M Buy
24,730
+3,600
+17% +$253K 0.04% 353
2026
Q2 		$1.62M Buy
21,130
+1,634
+8% +$122K 0.04% 347
2026
Q1 		$1.51M Buy
19,496
+311
+2% +$23.1K 0.04% 333
2025
Q4 		$1.34M Buy
19,185
+4,977
+35% +$362K 0.04% 352
2025
Q3 		$1.04M Buy
14,208
+8,911
+168% +$640K 0.03% 417
2025
Q2 		$367K Sell
5,297
-7
-0.1% -$499 0.01% 746
2025
Q1 		$398K Buy
5,304
+108
+2% +$7.54K 0.01% 682
2024
Q4 		$346K Sell
5,196
-81
-2% -$5.57K 0.01% 759
2024
Q3 		$373K Buy
5,277
+3
+0.1% +$197 0.01% 721
2024
Q2 		$314K Sell
5,274
-673
-11% -$40.7K 0.01% 843
2024
Q1 		$359K Buy
5,947
+88
+2% +$5.1K 0.01% 782
2023
Q4 		$340K Sell
5,859
-163
-3% -$9.1K 0.02% 711
2023
Q3 		$320K Sell
6,022
-311
-5% -$18K 0.02% 697
2023
Q2 		$372K Buy
6,333
+168
+3% +$10.1K 0.02% 660
2023
Q1 		$378K Buy
6,165
+2
+0% +$123 0.02% 644
2022
Q4 		$390K Buy
6,163
+1
+0% +$59 0.02% 605
2022
Q3 		$359K Buy
6,162
+1
+0% +$67 0.02% 642
2022
Q2 		$416K Sell
6,161
-16
-0.3% -$1.1K 0.02% 599
2022
Q1 		$432K Buy
+6,177
New +$401K 0.02% 649
2018
Q4 		– Sell
-5,913
Closed -$290K – 848
2018
Q3 		$290K Sell
5,913
-400
-6% -$19.5K 0.03% 592
2018
Q2 		$298K Sell
6,313
-2
-0% -$90 0.04% 557
2018
Q1 		$286K Buy
6,315
+1,600
+34% +$70.2K 0.04% 546
2017
Q4 		$223K Buy
+4,715
New +$228K 0.03% 668

Other funds holding CMS

Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
RWC Asset Management
RWC Asset Management London, United Kingdom $2.7B AUM 20.82% 1-Year Est. Return
Fisher Funds Management
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return
Covea Finance
Covea Finance Paris, France $3.07B AUM 27.46% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 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
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Wedbush Securities's CMS Position: Q3 2026 in Review

Wedbush Securities increased its CMS Energy (CMS) stake by 17% in Q3 2026, buying an estimated $253K and bringing the position to 24,730 shares worth $1.56M. The position accounts for 0.04% of the portfolio, ranked #353.

Wedbush Securities first reported a position in CMS in Q4 2017 and has held it in 23 quarters since. The position peaked at $1.62M in Q2 2026. 169 funds tracked by Wall St. Rank hold CMS as of Q3 2026.

  • Wedbush Securities held 24,730 shares of CMS Energy worth $1.56M as of Q3 2026.
  • Wedbush Securities bought 3,600 CMS Energy shares in Q3 2026, an estimated $253K.
  • CMS Energy made up 0.04% of Wedbush Securities's portfolio in Q3 2026, its #353 holding.
  • Wedbush Securities first reported a position in CMS Energy in Q4 2017 and has held it in 23 quarters since.
  • Wedbush Securities's CMS Energy position peaked at $1.62M in Q2 2026.
  • 169 funds tracked by Wall St. Rank held CMS Energy as of Q3 2026.

Based on Wedbush Securities's 13F filing for Q3 2026, filed 22 Oct 2026.