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Concurrent Investment Advisors’s CMS Energy CMS Stock Holding History

Concurrent Investment Advisors’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 		$348K Buy
4,551
+1,253
+38% +$93.9K ﹤0.01% 1609
2026
Q1 		$256K Buy
3,298
+204
+7% +$15.1K ﹤0.01% 1599
2025
Q4 		$216K Buy
+3,094
New +$225K ﹤0.01% 1598

Other funds holding CMS

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
IGAM
iA Global Asset Management Quebec, Quebec, Canada $8.42B AUM 47.61% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Concurrent Investment Advisors's CMS Position: Q2 2026 in Review

Concurrent Investment Advisors increased its CMS Energy (CMS) stake by 38% in Q2 2026, buying an estimated $93.9K and bringing the position to 4,551 shares worth $348K. The position accounts for ﹤0.01% of the portfolio, ranked #1609.

Concurrent Investment Advisors first reported a position in CMS in Q4 2025 and has held it in 3 quarters since. 322 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Concurrent Investment Advisors held 4,551 shares of CMS Energy worth $348K as of Q2 2026.
  • Concurrent Investment Advisors bought 1,253 CMS Energy shares in Q2 2026, an estimated $93.9K.
  • CMS Energy made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1609 holding.
  • Concurrent Investment Advisors first reported a position in CMS Energy in Q4 2025 and has held it in 3 quarters since.
  • 322 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.