CFO
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Callan Family Office’s CMS Energy CMS Stock Holding History

Callan Family Office’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 		$509K Sell
6,653
-1,107
-14% -$83K 0.01% 807
2026
Q1 		$602K Buy
7,760
+4
+0.1% +$297 0.01% 709
2025
Q4 		$542K Buy
7,756
+1,314
+20% +$95.6K 0.01% 758
2025
Q3 		$472K Buy
6,442
+277
+4% +$19.9K 0.02% 554
2025
Q2 		$427K Buy
+6,165
New +$439K 0.01% 647

Other funds holding CMS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Callan Family Office's CMS Position: Q2 2026 in Review

Callan Family Office reduced its CMS Energy (CMS) stake by 14% in Q2 2026, selling an estimated $83K and leaving 6,653 shares worth $509K. The position accounts for 0.01% of the portfolio, ranked #807.

Callan Family Office first reported a position in CMS in Q2 2025 and has held it in 5 quarters since. The position peaked at $602K in Q1 2026. 821 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Callan Family Office held 6,653 shares of CMS Energy worth $509K as of Q2 2026.
  • Callan Family Office sold 1,107 CMS Energy shares in Q2 2026, an estimated $83K.
  • CMS Energy made up 0.01% of Callan Family Office's portfolio in Q2 2026, its #807 holding.
  • Callan Family Office first reported a position in CMS Energy in Q2 2025 and has held it in 5 quarters since.
  • Callan Family Office's CMS Energy position peaked at $602K in Q1 2026.
  • 821 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.