FWCM
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Ferguson Wellman Capital Management’s CMS Energy CMS Stock Holding History

Ferguson Wellman Capital 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 		$1.89M Hold
24,721
– – 0.02% 182
2026
Q1 		$1.92M Sell
24,721
-775
-3% -$57.5K 0.03% 175
2025
Q4 		$1.78M Sell
25,496
-38
-0.1% -$2.76K 0.03% 148
2025
Q3 		$1.87M Sell
25,534
-237
-0.9% -$17K 0.03% 141
2025
Q2 		$1.79M Buy
25,771
+90
+0.4% +$6.41K 0.03% 144
2025
Q1 		$1.93M Sell
25,681
-267
-1% -$18.6K 0.04% 137
2024
Q4 		$1.73M Sell
25,948
-220
-0.8% -$15.1K 0.03% 147
2024
Q3 		$1.85M Sell
26,168
-580
-2% -$38.1K 0.04% 140
2024
Q2 		$1.59M Sell
26,748
-1,736
-6% -$105K 0.03% 147
2024
Q1 		$1.72M Sell
28,484
-544
-2% -$31.5K 0.04% 146
2023
Q4 		$1.69M Sell
29,028
-406
-1% -$22.7K 0.04% 148
2023
Q3 		$1.56M Hold
29,434
– – 0.04% 142
2023
Q2 		$1.73M Sell
29,434
-265
-0.9% -$16K 0.04% 147
2023
Q1 		$1.82M Sell
29,699
-574
-2% -$35.3K 0.05% 143
2022
Q4 		$1.92M Buy
+30,273
New +$1.79M 0.05% 144
2022
Q2 		– Sell
-2,939
Closed -$206K – 307
2022
Q1 		$206K Buy
+2,939
New +$191K 0.01% 328
2021
Q1 		– Sell
-33,764
Closed -$2.06M – 339
2020
Q4 		$2.06M Sell
33,764
-450
-1% -$28.1K 0.05% 178
2020
Q3 		$2.1M Sell
34,214
-3,800
-10% -$233K 0.06% 161
2020
Q2 		$2.22M Sell
38,014
-4,814
-11% -$279K 0.07% 150
2020
Q1 		$2.52M Sell
42,828
-350
-0.8% -$22.4K 0.09% 140
2019
Q4 		$2.71M Sell
43,178
-3,314
-7% -$207K 0.08% 152
2019
Q3 		$2.97M Sell
46,492
-1,370
-3% -$83.2K 0.09% 142
2019
Q2 		$2.77M Sell
47,862
-570
-1% -$32K 0.09% 140
2019
Q1 		$2.69M Sell
48,432
-755
-2% -$39.8K 0.09% 146
2018
Q4 		$2.44M Sell
49,187
-2,200
-4% -$111K 0.09% 156
2018
Q3 		$2.52M Sell
51,387
-122
-0.2% -$5.95K 0.08% 147
2018
Q2 		$2.44M Sell
51,509
-1,744
-3% -$78.8K 0.09% 154
2018
Q1 		$2.41M Sell
53,253
-99,494
-65% -$4.36M 0.09% 161
2017
Q4 		$7.22M Buy
152,747
+198
+0.1% +$9.59K 0.25% 108
2017
Q3 		$7.07M Sell
152,549
-2,294
-1% -$108K 0.26% 104
2017
Q2 		$7.16M Sell
154,843
-83,632
-35% -$3.87M 0.27% 96
2017
Q1 		$10.7M Buy
238,475
+8,692
+4% +$377K 0.41% 74
2016
Q4 		$9.56M Buy
229,783
+5,216
+2% +$213K 0.39% 73
2016
Q3 		$9.43M Buy
224,567
+690
+0.3% +$30.1K 0.4% 78
2016
Q2 		$10.3M Buy
223,877
+15,590
+7% +$655K 0.43% 71
2016
Q1 		$8.84M Buy
208,287
+5,008
+2% +$196K 0.38% 81
2015
Q4 		$7.33M Buy
203,279
+6,490
+3% +$231K 0.3% 95
2015
Q3 		$6.95M Buy
196,789
+2,895
+1% +$97.6K 0.31% 99
2015
Q2 		$6.17M Sell
193,894
-5,490
-3% -$184K 0.26% 111
2015
Q1 		$6.96M Buy
199,384
+975
+0.5% +$34.6K 0.29% 101
2014
Q4 		$6.89M Buy
198,409
+2,665
+1% +$87.1K 0.28% 93
2014
Q3 		$5.8M Buy
195,744
+730
+0.4% +$21.8K 0.25% 108
2014
Q2 		$6.07M Sell
195,014
-225
-0.1% -$6.7K 0.26% 103
2014
Q1 		$5.72M Sell
195,239
-1,800
-0.9% -$49.9K 0.25% 102
2013
Q4 		$5.28M Sell
197,039
-1,856
-0.9% -$50K 0.24% 103
2013
Q3 		$5.24M Buy
+198,895
New +$5.4M 0.26% 93

Other funds holding CMS

VNIM
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
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
RAM
RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
MCM
Mattern Capital Management Lakewood, Colorado $857M AUM 4.87% 1-Year Est. Return

Ferguson Wellman Capital Management's CMS Position: Q2 2026 in Review

Ferguson Wellman Capital Management held its CMS Energy (CMS) position steady in Q2 2026 at 24,721 shares worth $1.89M. The position accounts for 0.02% of the portfolio, ranked #182.

Ferguson Wellman Capital Management first reported a position in CMS in Q3 2013 and has held it in 46 quarters since. The position peaked at $10.7M in Q1 2017. 209 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Ferguson Wellman Capital Management held 24,721 shares of CMS Energy worth $1.89M as of Q2 2026.
  • Ferguson Wellman Capital Management left its CMS Energy share count unchanged in Q2 2026.
  • CMS Energy made up 0.02% of Ferguson Wellman Capital Management's portfolio in Q2 2026, its #182 holding.
  • Ferguson Wellman Capital Management first reported a position in CMS Energy in Q3 2013 and has held it in 46 quarters since.
  • Ferguson Wellman Capital Management's CMS Energy position peaked at $10.7M in Q1 2017.
  • 209 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Ferguson Wellman Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.