HWM
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HighMark Wealth Management’s CMS Energy CMS Stock Holding History

HighMark 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 		– Sell
-63
Closed -$4.89K – 571
2026
Q1 		$4.89K Buy
63
+27
+75% +$2K ﹤0.01% 382
2025
Q4 		$2.52K Sell
36
-37
-51% -$2.69K ﹤0.01% 470
2025
Q3 		$5.35K Sell
73
-28
-28% -$2.01K ﹤0.01% 385
2025
Q2 		$7K Sell
101
-16
-14% -$1.14K ﹤0.01% 357
2025
Q1 		$8.79K Hold
117
– – 0.01% 303
2024
Q4 		$7.8K Sell
117
-1
-0.8% -$69 ﹤0.01% 328
2024
Q3 		$8.33K Sell
118
-26
-18% -$1.71K ﹤0.01% 324
2024
Q2 		$8.57K Buy
144
+17
+13% +$1.03K 0.01% 308
2024
Q1 		$7.66K Hold
127
– – ﹤0.01% 326
2023
Q4 		$7.38K Hold
127
– – 0.01% 314
2023
Q3 		$6.75K Buy
127
+32
+34% +$1.85K 0.01% 310
2023
Q2 		$5.58K Buy
95
+40
+73% +$2.41K ﹤0.01% 338
2023
Q1 		$3.38K Buy
55
+7
+15% +$430 ﹤0.01% 453
2022
Q4 		$3.04K Sell
48
-30
-38% -$1.77K ﹤0.01% 397
2022
Q3 		$5K Sell
78
-5
-6% -$336 ﹤0.01% 328
2022
Q2 		$6K Buy
83
+1
+1% +$69 ﹤0.01% 317
2022
Q1 		$6K Sell
82
-6
-7% -$389 ﹤0.01% 332
2021
Q4 		$6K Buy
88
+6
+7% +$368 ﹤0.01% 335
2021
Q3 		$5K Sell
82
-19
-19% -$1.19K ﹤0.01% 352
2021
Q2 		$6K Sell
101
-26
-20% -$1.62K ﹤0.01% 326
2021
Q1 		$8K Sell
127
-28
-18% -$1.61K 0.01% 263
2020
Q4 		$9K Buy
155
+5
+3% +$313 0.01% 244
2020
Q3 		$9K Hold
150
– – 0.01% 240
2020
Q2 		$9K Buy
150
+27
+22% +$1.56K 0.01% 215
2020
Q1 		$7K Sell
123
-34
-22% -$2.18K 0.01% 177
2019
Q4 		$9K Buy
+157
New +$9.79K 0.01% 221

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

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

HighMark Wealth Management sold out of CMS Energy (CMS) in Q2 2026, closing a stake of 63 shares — an estimated $4.89K sold.

HighMark Wealth Management first reported a position in CMS in Q4 2019 and held it in 26 quarters. The position peaked at $9K in Q4 2020. 816 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • HighMark Wealth Management reported no remaining CMS Energy position as of Q2 2026 after selling out during the quarter.
  • HighMark Wealth Management sold 63 CMS Energy shares in Q2 2026, an estimated $4.89K.
  • HighMark Wealth Management first reported a position in CMS Energy in Q4 2019 and held it in 26 quarters.
  • HighMark Wealth Management's CMS Energy position peaked at $9K in Q4 2020.
  • 816 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on HighMark Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.