EWM
CMS icon

Evercore Wealth Management’s CMS Energy CMS Stock Holding History

Evercore 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 		$275K Buy
+3,600
New +$270K ﹤0.01% 350
2021
Q1 		– Sell
-4,434
Closed -$271K – 432
2020
Q4 		$271K Sell
4,434
-294
-6% -$18.4K 0.01% 376
2020
Q3 		$290K Buy
4,728
+20
+0.4% +$1.23K 0.01% 319
2020
Q2 		$275K Sell
4,708
-334
-7% -$19.3K 0.01% 316
2020
Q1 		$296K Hold
5,042
– – 0.01% 298
2019
Q4 		$317K Sell
5,042
-14
-0.3% -$873 0.01% 339
2019
Q3 		$323K Hold
5,056
– – 0.01% 323
2019
Q2 		$293K Hold
5,056
– – 0.01% 344
2019
Q1 		$281K Buy
5,056
+348
+7% +$18.3K 0.01% 341
2018
Q4 		$234K Sell
4,708
-62
-1% -$3.13K 0.01% 339
2018
Q3 		$234K Buy
4,770
+204
+4% +$9.94K 0.01% 376
2018
Q2 		$216K Buy
+4,566
New +$206K 0.01% 377
2018
Q1 		– Sell
-4,566
Closed -$216K – 428
2017
Q4 		$216K Sell
4,566
-300
-6% -$14.5K 0.01% 353
2017
Q3 		$225K Hold
4,866
– – 0.01% 346
2017
Q2 		$225K Buy
4,866
+3,362
+224% +$155K 0.01% 344
2017
Q1 		$67K Buy
1,504
+331
+28% +$14.3K ﹤0.01% 549
2016
Q4 		$49K Buy
1,173
+471
+67% +$19.3K ﹤0.01% 611
2016
Q3 		$29K Hold
702
– – ﹤0.01% 712
2016
Q2 		$32K Buy
702
+600
+588% +$25.2K ﹤0.01% 669
2016
Q1 		$4K Hold
102
– – ﹤0.01% 870
2015
Q4 		$4K Buy
+102
New +$3.64K ﹤0.01% 931
2015
Q2 		– Sell
-285
Closed -$10K – 1065
2015
Q1 		$10K Buy
+285
New +$10.1K ﹤0.01% 858
2013
Q4 		– Sell
-797
Closed -$20K – 866
2013
Q3 		$20K Buy
797
+165
+26% +$4.48K ﹤0.01% 686
2013
Q2 		$18K Buy
+632
New +$17.7K ﹤0.01% 675

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

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

Evercore Wealth Management opened a new position in CMS Energy (CMS) in Q2 2026: 3,600 shares worth $275K. The stake represents ﹤0.01% of the portfolio and ranks #350 among its holdings. This is a return to the name: Evercore Wealth Management previously reported a position in CMS as recently as Q4 2020.

Evercore Wealth Management first reported a position in CMS in Q2 2013 and has held it in 24 quarters since. The position peaked at $323K in Q3 2019. 820 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Evercore Wealth Management held 3,600 shares of CMS Energy worth $275K as of Q2 2026.
  • CMS Energy was a new Evercore Wealth Management position in Q2 2026.
  • CMS Energy made up ﹤0.01% of Evercore Wealth Management's portfolio in Q2 2026, its #350 holding.
  • Evercore Wealth Management first reported a position in CMS Energy in Q2 2013 and has held it in 24 quarters since.
  • Evercore Wealth Management's CMS Energy position peaked at $323K in Q3 2019.
  • 820 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Evercore Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.