HIW
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Holos Integrated Wealth’s CMS Energy CMS Stock Holding History

Holos Integrated Wealth’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 		$12.9K Hold
168
– – 0.01% 245
2026
Q1 		$13.2K Hold
168
– – 0.01% 239
2025
Q4 		$11.8K Hold
168
– – 0.01% 195
2025
Q3 		$12.4K Hold
168
– – 0.01% 184
2025
Q2 		$12.3K Hold
168
– – 0.01% 182
2025
Q1 		$12.6K Hold
168
– – 0.01% 181
2024
Q4 		$11.2K Buy
+168
New +$11.6K 0.01% 188

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
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
LA
LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return

Holos Integrated Wealth's CMS Position: Q2 2026 in Review

Holos Integrated Wealth held its CMS Energy (CMS) position steady in Q2 2026 at 168 shares worth $12.9K. The position accounts for 0.01% of the portfolio, ranked #245.

Holos Integrated Wealth first reported a position in CMS in Q4 2024 and has held it in 7 quarters since. The position peaked at $13.2K in Q1 2026. 191 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Holos Integrated Wealth held 168 shares of CMS Energy worth $12.9K as of Q2 2026.
  • Holos Integrated Wealth left its CMS Energy share count unchanged in Q2 2026.
  • CMS Energy made up 0.01% of Holos Integrated Wealth's portfolio in Q2 2026, its #245 holding.
  • Holos Integrated Wealth first reported a position in CMS Energy in Q4 2024 and has held it in 7 quarters since.
  • Holos Integrated Wealth's CMS Energy position peaked at $13.2K in Q1 2026.
  • 191 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.