Wolff Wiese Magana’s CMS Energy CMS Stock Holding History

Wolff Wiese Magana’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 Q2	$765	Hold	10	–	–	﹤0.01%	935
2026 Q1	$776	Hold	10	–	–	﹤0.01%	888
2025 Q4	$700	Hold	10	–	–	﹤0.01%	857
2025 Q3	$733	Hold	10	–	–	﹤0.01%	871
2025 Q2	$693	Hold	10	–	–	﹤0.01%	876
2025 Q1	$752	Hold	10	–	–	﹤0.01%	882
2024 Q4	$667	Hold	10	–	–	﹤0.01%	858
2024 Q3	$707	Hold	10	–	–	﹤0.01%	889
2024 Q2	$596	Buy	+10	New	+$605	﹤0.01%	689
2023 Q1	–	Sell	-5	Closed	-$317	–	779
2022 Q4	$317	Buy	+5	New	+$296	﹤0.01%	687
2021 Q4	–	Sell	-92	Closed	-$5K	–	803
2021 Q3	$5K	Sell	92 -5	-5%	-$312	﹤0.01%	614
2021 Q2	$6K	Hold	97	–	–	﹤0.01%	592
2021 Q1	$6K	Buy	97 +13	+15%	+$747	﹤0.01%	556
2020 Q4	$5K	Buy	+84	New	+$5.25K	﹤0.01%	525

Other funds holding CMS

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return

Cox Capital Management Andover, Massachusetts $180M AUM 40.44% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Mirador Capital Partners Pleasanton, California $816M AUM 42.46% 1-Year Est. Return

Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return