EWA
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EP Wealth Advisors’s CMS Energy CMS Stock Holding History

EP Wealth 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 		$570K Buy
+7,454
New +$559K ﹤0.01% 971

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

EP Wealth Advisors's CMS Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in CMS Energy (CMS) in Q2 2026: 7,454 shares worth $570K. The stake represents ﹤0.01% of the portfolio and ranks #971 among its holdings.

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

  • EP Wealth Advisors held 7,454 shares of CMS Energy worth $570K as of Q2 2026.
  • CMS Energy was a new EP Wealth Advisors position in Q2 2026.
  • CMS Energy made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #971 holding.
  • 816 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.