Accurate Wealth Management’s CMS Energy CMS Stock Holding History

Accurate Wealth Management’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	$457K	Buy	6,056 +194	+3%	+$14.5K	0.04%	372
2026 Q1	$465K	Buy	5,862 +95	+2%	+$7.05K	0.06%	335
2025 Q4	$404K	Sell	5,767 -76	-1%	-$5.53K	0.05%	346
2025 Q3	$434K	Sell	5,843 -11	-0.2%	-$790	0.06%	316
2025 Q2	$413K	Sell	5,854 -17	-0.3%	-$1.21K	0.06%	292
2025 Q1	$422K	Sell	5,871 -30	-0.5%	-$2.1K	0.08%	224
2024 Q4	$384K	Buy	5,901 +10	+0.2%	+$688	0.07%	243
2024 Q3	$414K	Buy	+5,891	New	+$387K	0.08%	234
2023 Q1	–	Sell	-50	Closed	-$3.26K	–	471
2022 Q4	$3.26K	Buy	+50	New	+$2.96K	﹤0.01%	1097

Other funds holding CMS

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

RAM

RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return

FFM

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

CAM

Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Accurate Wealth Management's CMS Position: Q2 2026 in Review

Accurate Wealth Management increased its CMS Energy (CMS) stake by 3.3% in Q2 2026, buying an estimated $14.5K and bringing the position to 6,056 shares worth $457K. The position accounts for 0.04% of the portfolio, ranked #372.

Accurate Wealth Management first reported a position in CMS in Q4 2022 and has held it in 9 quarters since. The position peaked at $465K in Q1 2026. 242 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

Accurate Wealth Management held 6,056 shares of CMS Energy worth $457K as of Q2 2026.
Accurate Wealth Management bought 194 CMS Energy shares in Q2 2026, an estimated $14.5K.
CMS Energy made up 0.04% of Accurate Wealth Management's portfolio in Q2 2026, its #372 holding.
Accurate Wealth Management first reported a position in CMS Energy in Q4 2022 and has held it in 9 quarters since.
Accurate Wealth Management's CMS Energy position peaked at $465K in Q1 2026.
242 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.