COMPASS FINANCIAL MANAGEMENT LLC’s CMS Energy CMS Stock Holding History

COMPASS FINANCIAL MANAGEMENT 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	$9.32K	Buy	+128	New	+$9.59K	﹤0.01%	1076

Other funds holding CMS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's CMS Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in CMS Energy (CMS) in Q2 2026: 128 shares worth $9.32K. The stake represents ﹤0.01% of the portfolio and ranks #1076 among its holdings.

625 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 128 shares of CMS Energy worth $9.32K as of Q2 2026.
CMS Energy was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
CMS Energy made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #1076 holding.
625 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.