AFC
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Ares Financial Consulting’s CMS Energy CMS Stock Holding History

Ares Financial Consulting’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 		$34.7K Hold
453
– – 0.02% 292
2026
Q1 		$35.3K Buy
453
+360
+387% +$26.7K 0.03% 273
2025
Q4 		$6.5K Buy
+93
New +$6.76K 0.01% 427

Other funds holding CMS

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
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
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
IGAM
iA Global Asset Management Quebec, Quebec, Canada $8.42B AUM 47.61% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 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

Ares Financial Consulting's CMS Position: Q2 2026 in Review

Ares Financial Consulting held its CMS Energy (CMS) position steady in Q2 2026 at 453 shares worth $34.7K. The position accounts for 0.02% of the portfolio, ranked #292.

Ares Financial Consulting first reported a position in CMS in Q4 2025 and has held it in 3 quarters since. The position peaked at $35.3K in Q1 2026. 372 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Ares Financial Consulting held 453 shares of CMS Energy worth $34.7K as of Q2 2026.
  • Ares Financial Consulting left its CMS Energy share count unchanged in Q2 2026.
  • CMS Energy made up 0.02% of Ares Financial Consulting's portfolio in Q2 2026, its #292 holding.
  • Ares Financial Consulting first reported a position in CMS Energy in Q4 2025 and has held it in 3 quarters since.
  • Ares Financial Consulting's CMS Energy position peaked at $35.3K in Q1 2026.
  • 372 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Ares Financial Consulting's 13F filing for Q2 2026, filed 9 Jul 2026.