Halbert Hargrove Global Advisors’s CMS Energy CMS Stock Holding History

Halbert Hargrove Global 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	$205	Buy	+3	New	+$225	﹤0.01%	655

Other funds holding CMS

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

WHRC

W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

IGAM

iA Global Asset Management Quebec, Quebec, Canada $8.42B AUM 47.61% 1-Year Est. Return

VNIM

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

MHI

Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 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

Halbert Hargrove Global Advisors's CMS Position: Q2 2026 in Review

Halbert Hargrove Global Advisors opened a new position in CMS Energy (CMS) in Q2 2026: 3 shares worth $205. The stake represents ﹤0.01% of the portfolio and ranks #655 among its holdings.

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

Halbert Hargrove Global Advisors held 3 shares of CMS Energy worth $205 as of Q2 2026.
CMS Energy was a new Halbert Hargrove Global Advisors position in Q2 2026.
CMS Energy made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #655 holding.
296 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.