KA
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Kozak & Associates’s CMS Energy CMS Stock Holding History

Kozak & Associates’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 		$607 Buy
+8
New +$600 ﹤0.01% 396

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
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
FAB
First American Bank Dundee, Illinois $1.79B AUM 30.35% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
CPCPP
Canada Post Corporation Pension Plan Toronto, Canada $2.87B AUM 37.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Kozak & Associates's CMS Position: Q2 2026 in Review

Kozak & Associates opened a new position in CMS Energy (CMS) in Q2 2026: 8 shares worth $607. The stake represents ﹤0.01% of the portfolio and ranks #396 among its holdings.

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

  • Kozak & Associates held 8 shares of CMS Energy worth $607 as of Q2 2026.
  • CMS Energy was a new Kozak & Associates position in Q2 2026.
  • CMS Energy made up ﹤0.01% of Kozak & Associates's portfolio in Q2 2026, its #396 holding.
  • 91 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Kozak & Associates's 13F filing for Q2 2026, filed 2 Jul 2026.