JTBR
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James T. Borello RIA’s CMS Energy CMS Stock Holding History

James T. Borello RIA’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 		$7.63K Sell
121
-187
-61% -$13.1K ﹤0.01% 679
2026
Q2 		$23.6K Buy
308
+284
+1,183% +$21.3K 0.01% 374
2026
Q1 		$1.86K Sell
24
-56
-70% -$4.16K ﹤0.01% 929
2025
Q4 		$5.59K Buy
80
+32
+67% +$2.33K ﹤0.01% 542
2025
Q3 		$3.52K Buy
+48
New +$3.45K ﹤0.01% 583

Other funds holding CMS

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Fisher Funds Management
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 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
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

James T. Borello RIA's CMS Position: Q3 2026 in Review

James T. Borello RIA reduced its CMS Energy (CMS) stake by 61% in Q3 2026, selling an estimated $13.1K and leaving 121 shares worth $7.63K. The position accounts for ﹤0.01% of the portfolio, ranked #679.

James T. Borello RIA first reported a position in CMS in Q3 2025 and has held it in 5 quarters since. The position peaked at $23.6K in Q2 2026. 115 funds tracked by Wall St. Rank hold CMS as of Q3 2026.

  • James T. Borello RIA held 121 shares of CMS Energy worth $7.63K as of Q3 2026.
  • James T. Borello RIA sold 187 CMS Energy shares in Q3 2026, an estimated $13.1K.
  • CMS Energy made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #679 holding.
  • James T. Borello RIA first reported a position in CMS Energy in Q3 2025 and has held it in 5 quarters since.
  • James T. Borello RIA's CMS Energy position peaked at $23.6K in Q2 2026.
  • 115 funds tracked by Wall St. Rank held CMS Energy as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.