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Wedmont Private Capital’s CMS Energy CMS Stock Holding History

Wedmont Private Capital’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 		$265K Sell
4,057
-4,336
-52% -$304K 0.01% 829
2026
Q2 		$633K Buy
8,393
+994
+13% +$74.5K 0.02% 480
2026
Q1 		$583K Sell
7,399
-607
-8% -$45.1K 0.02% 448
2025
Q4 		$557K Buy
8,006
+122
+2% +$8.87K 0.02% 432
2025
Q3 		$582K Buy
7,884
+313
+4% +$22.5K 0.02% 416
2025
Q2 		$528K Buy
7,571
+1,753
+30% +$125K 0.02% 411
2025
Q1 		$418K Buy
5,818
+880
+18% +$61.5K 0.02% 427
2024
Q4 		$321K Buy
+4,938
New +$340K 0.02% 517

Other funds holding CMS

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CCM
Cox Capital Management Andover, Massachusetts $179M AUM 28.94% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SCP
Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return

Wedmont Private Capital's CMS Position: Q3 2026 in Review

Wedmont Private Capital reduced its CMS Energy (CMS) stake by 52% in Q3 2026, selling an estimated $304K and leaving 4,057 shares worth $265K. The position accounts for 0.01% of the portfolio, ranked #829.

Wedmont Private Capital first reported a position in CMS in Q4 2024 and has held it in 8 quarters since. The position peaked at $633K in Q2 2026. 30 funds tracked by Wall St. Rank hold CMS as of Q3 2026.

  • Wedmont Private Capital held 4,057 shares of CMS Energy worth $265K as of Q3 2026.
  • Wedmont Private Capital sold 4,336 CMS Energy shares in Q3 2026, an estimated $304K.
  • CMS Energy made up 0.01% of Wedmont Private Capital's portfolio in Q3 2026, its #829 holding.
  • Wedmont Private Capital first reported a position in CMS Energy in Q4 2024 and has held it in 8 quarters since.
  • Wedmont Private Capital's CMS Energy position peaked at $633K in Q2 2026.
  • 30 funds tracked by Wall St. Rank held CMS Energy as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.