SEC 13F Intelligence

Fisher Funds Management Ltd / CMS

Fisher Funds Management Ltd’s Cms Energy Corp Position

Does Fisher Funds Management Ltd own Cms Energy Corp (CMS)? Yes — 525.7K shares worth $41M (+1.20% of its 13F portfolio) as of Q1 2026, up from 508.6K shares the prior filed quarter.

Position Value
$41M
Q1 2026
Shares
525.7K
% of Portfolio
+1.20%
Quarters Held
6
currently held

Position History CMS

Reported value by quarter
Q4 ’24: $54MQ4 ’24Q1 ’25: $59MQ1 ’25Q2 ’25: $54MQ2 ’25Q3 ’25: $40MQ3 ’25Q4 ’25: $36MQ4 ’25Q1 ’26: $41MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026525.7K$41M+1.20%
Q4 2025508.6K$36M+0.92%
Q3 2025543.1K$40M+1.05%
Q2 2025780.6K$54M+1.28%
Q1 2025780.6K$59M+1.42%
Q4 2024811.7K$54M+1.30%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Fisher Funds Management Ltd’s full portfolio or all institutional holders of CMS.