William Mack & Associates
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William Mack & Associates’s CMS Energy CMS Stock Holding History

William Mack & Associates’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 		$15K Buy
+238
New +$16.7K ﹤0.01% 358

Other funds holding CMS

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

William Mack & Associates's CMS Position: Q3 2026 in Review

William Mack & Associates opened a new position in CMS Energy (CMS) in Q3 2026: 238 shares worth $15K. The stake represents ﹤0.01% of the portfolio and ranks #358 among its holdings.

671 funds tracked by Wall St. Rank hold CMS as of Q3 2026.

  • William Mack & Associates held 238 shares of CMS Energy worth $15K as of Q3 2026.
  • CMS Energy was a new William Mack & Associates position in Q3 2026.
  • CMS Energy made up ﹤0.01% of William Mack & Associates's portfolio in Q3 2026, its #358 holding.
  • 671 funds tracked by Wall St. Rank held CMS Energy as of Q3 2026.

Based on William Mack & Associates's 13F filing for Q3 2026, filed 27 Oct 2026.