CWA
CMS icon

Centennial Wealth Advisory’s CMS Energy CMS Stock Holding History

Centennial Wealth Advisory’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 		$1.02M Buy
13,320
+2,923
+28% +$219K 0.22% 66
2026
Q1 		$807K Buy
10,397
+661
+7% +$49.1K 0.2% 71
2025
Q4 		$681K Buy
9,736
+310
+3% +$22.5K 0.18% 77
2025
Q3 		$690K Buy
9,426
+553
+6% +$39.7K 0.19% 72
2025
Q2 		$615K Sell
8,873
-528
-6% -$37.6K 0.2% 69
2025
Q1 		$706K Buy
9,401
+1,159
+14% +$80.9K 0.26% 47
2024
Q4 		$549K Buy
8,242
+759
+10% +$52.2K 0.22% 58
2024
Q3 		$529K Buy
7,483
+310
+4% +$20.3K 0.21% 56
2024
Q2 		$427K Buy
7,173
+308
+4% +$18.6K 0.19% 66
2024
Q1 		$414K Sell
6,865
-462
-6% -$26.8K 0.19% 74
2023
Q4 		$425K Buy
7,327
+305
+4% +$17K 0.22% 68
2023
Q3 		$373K Buy
7,022
+214
+3% +$12.4K 0.2% 78
2023
Q2 		$400K Sell
6,808
-296
-4% -$17.9K 0.21% 70
2023
Q1 		$436K Buy
7,104
+764
+12% +$47K 0.23% 63
2022
Q4 		$402K Buy
6,340
+710
+13% +$42K 0.22% 62
2022
Q3 		$328K Buy
5,630
+482
+9% +$32.4K 0.19% 62
2022
Q2 		$347K Buy
+5,148
New +$355K 0.19% 69

Other funds holding CMS

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 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
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
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
FAB
First American Bank Dundee, Illinois $1.79B AUM 30.35% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Centennial Wealth Advisory's CMS Position: Q2 2026 in Review

Centennial Wealth Advisory increased its CMS Energy (CMS) stake by 28% in Q2 2026, buying an estimated $219K and bringing the position to 13,320 shares worth $1.02M. The position accounts for 0.22% of the portfolio, ranked #66.

Centennial Wealth Advisory first reported a position in CMS in Q2 2022 and has held it in 17 quarters since. 103 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Centennial Wealth Advisory held 13,320 shares of CMS Energy worth $1.02M as of Q2 2026.
  • Centennial Wealth Advisory bought 2,923 CMS Energy shares in Q2 2026, an estimated $219K.
  • CMS Energy made up 0.22% of Centennial Wealth Advisory's portfolio in Q2 2026, its #66 holding.
  • Centennial Wealth Advisory first reported a position in CMS Energy in Q2 2022 and has held it in 17 quarters since.
  • 103 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Centennial Wealth Advisory's 13F filing for Q2 2026, filed 13 Jul 2026.