AWM
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Aprio Wealth Management’s CMS Energy CMS Stock Holding History

Aprio 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 		$302K Buy
3,948
+461
+13% +$34.6K 0.01% 505
2026
Q1 		$271K Buy
+3,487
New +$259K 0.01% 512

Other funds holding CMS

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
IGAM
iA Global Asset Management Quebec, Quebec, Canada $8.42B AUM 47.61% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return
Assenagon Asset Management
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

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

Aprio Wealth Management increased its CMS Energy (CMS) stake by 13% in Q2 2026, buying an estimated $34.6K and bringing the position to 3,948 shares worth $302K. The position accounts for 0.01% of the portfolio, ranked #505.

Aprio Wealth Management first reported a position in CMS in Q1 2026 and has held it in 2 quarters since. 297 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Aprio Wealth Management held 3,948 shares of CMS Energy worth $302K as of Q2 2026.
  • Aprio Wealth Management bought 461 CMS Energy shares in Q2 2026, an estimated $34.6K.
  • CMS Energy made up 0.01% of Aprio Wealth Management's portfolio in Q2 2026, its #505 holding.
  • Aprio Wealth Management first reported a position in CMS Energy in Q1 2026 and has held it in 2 quarters since.
  • 297 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.