Everpar Advisors’s CMS Energy CMS Stock Holding History

Everpar 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	$375K	Buy	+4,903	New	+$367K	0.11%	184

Other funds holding CMS

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return

Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

First American Bank Dundee, Illinois $1.79B AUM 30.35% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Everpar Advisors's CMS Position: Q2 2026 in Review

Everpar Advisors opened a new position in CMS Energy (CMS) in Q2 2026: 4,903 shares worth $375K. The stake represents 0.11% of the portfolio and ranks #184 among its holdings.

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

Everpar Advisors held 4,903 shares of CMS Energy worth $375K as of Q2 2026.
CMS Energy was a new Everpar Advisors position in Q2 2026.
CMS Energy made up 0.11% of Everpar Advisors's portfolio in Q2 2026, its #184 holding.
103 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Everpar Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.