First Pacific Financial’s CMS Energy CMS Stock Holding History

First Pacific Financial’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	$13K	Sell	170 -7	-4%	-$525	﹤0.01%	368
2026 Q1	$13.7K	Buy	177 +10	+6%	+$742	﹤0.01%	338
2025 Q4	$11.7K	Buy	167 +1	+0.6%	+$73	﹤0.01%	314
2025 Q3	$12.2K	Buy	166 +1	+0.6%	+$72	﹤0.01%	312
2025 Q2	$11.4K	Sell	165 -53	-24%	-$3.78K	﹤0.01%	319
2025 Q1	$16.4K	Hold	218	–	–	﹤0.01%	265
2024 Q4	$14.5K	Hold	218	–	–	﹤0.01%	257
2024 Q3	$15.4K	Hold	218	–	–	﹤0.01%	256
2024 Q2	$13K	Hold	218	–	–	﹤0.01%	241
2024 Q1	$13.2K	Buy	+218	New	+$12.6K	﹤0.01%	249

Other funds holding CMS

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 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

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

First Pacific Financial's CMS Position: Q2 2026 in Review

First Pacific Financial reduced its CMS Energy (CMS) stake by 4% in Q2 2026, selling an estimated $525 and leaving 170 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #368.

First Pacific Financial first reported a position in CMS in Q1 2024 and has held it in 10 quarters since. The position peaked at $16.4K in Q1 2025. 236 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

First Pacific Financial held 170 shares of CMS Energy worth $13K as of Q2 2026.
First Pacific Financial sold 7 CMS Energy shares in Q2 2026, an estimated $525.
CMS Energy made up ﹤0.01% of First Pacific Financial's portfolio in Q2 2026, its #368 holding.
First Pacific Financial first reported a position in CMS Energy in Q1 2024 and has held it in 10 quarters since.
First Pacific Financial's CMS Energy position peaked at $16.4K in Q1 2025.
236 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on First Pacific Financial's 13F filing for Q2 2026, filed 20 Jul 2026.