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Brighton Jones LLC’s CMS Energy CMS Stock Holding History

Brighton Jones LLC’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 		$273K Buy
3,571
+921
+35% +$69K 0.01% 1100
2026
Q1 		$206K Buy
+2,650
New +$197K ﹤0.01% 1085

Other funds holding CMS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Brighton Jones LLC's CMS Position: Q2 2026 in Review

Brighton Jones LLC increased its CMS Energy (CMS) stake by 35% in Q2 2026, buying an estimated $69K and bringing the position to 3,571 shares worth $273K. The position accounts for 0.01% of the portfolio, ranked #1100.

Brighton Jones LLC first reported a position in CMS in Q1 2026 and has held it in 2 quarters since. 512 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Brighton Jones LLC held 3,571 shares of CMS Energy worth $273K as of Q2 2026.
  • Brighton Jones LLC bought 921 CMS Energy shares in Q2 2026, an estimated $69K.
  • CMS Energy made up 0.01% of Brighton Jones LLC's portfolio in Q2 2026, its #1100 holding.
  • Brighton Jones LLC first reported a position in CMS Energy in Q1 2026 and has held it in 2 quarters since.
  • 512 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Brighton Jones LLC's 13F filing for Q2 2026, filed 11 Aug 2026.