Empirical Wealth Management’s CMS Energy CMS Stock Holding History

Empirical Wealth 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	$483K	Buy	6,316 +3,447	+120%	+$258K	0.01%	693
2026 Q1	$223K	Buy	+2,869	New	+$213K	﹤0.01%	908
2025 Q4	–	Sell	-9,231	Closed	-$676K	–	914
2025 Q3	$676K	Buy	9,231 +3,206	+53%	+$230K	0.01%	396
2025 Q2	$417K	Buy	6,025 +1,610	+36%	+$115K	0.01%	457
2025 Q1	$332K	Buy	4,415 +1,234	+39%	+$86.2K	0.01%	490
2024 Q4	$212K	Buy	+3,181	New	+$219K	0.01%	569

Other funds holding CMS

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

RAM

RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return

Empirical Wealth Management's CMS Position: Q2 2026 in Review

Empirical Wealth Management increased its CMS Energy (CMS) stake by 120% in Q2 2026, buying an estimated $258K and bringing the position to 6,316 shares worth $483K. The position accounts for 0.01% of the portfolio, ranked #693.

Empirical Wealth Management first reported a position in CMS in Q4 2024 and has held it in 6 quarters since. The position peaked at $676K in Q3 2025. 276 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

Empirical Wealth Management held 6,316 shares of CMS Energy worth $483K as of Q2 2026.
Empirical Wealth Management bought 3,447 CMS Energy shares in Q2 2026, an estimated $258K.
CMS Energy made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #693 holding.
Empirical Wealth Management first reported a position in CMS Energy in Q4 2024 and has held it in 6 quarters since.
Empirical Wealth Management's CMS Energy position peaked at $676K in Q3 2025.
276 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.