CFM
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Compass Financial Management’s CMS Energy CMS Stock Holding History

Compass Financial Management’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
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 $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Compass Financial Management's CMS Position: Q2 2026 in Review

Compass Financial Management 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.

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

  • Compass Financial Management held 128 shares of CMS Energy worth $9.32K as of Q2 2026.
  • CMS Energy was a new Compass Financial Management position in Q2 2026.
  • CMS Energy made up ﹤0.01% of Compass Financial Management's portfolio in Q2 2026, its #1076 holding.
  • 772 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.