MFG
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Merit Financial Group’s CMS Energy CMS Stock Holding History

Merit Financial Group’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 		$723K Buy
9,448
+2,356
+33% +$177K ﹤0.01% 1267
2026
Q1 		$550K Buy
7,092
+1,613
+29% +$120K ﹤0.01% 1322
2025
Q4 		$383K Buy
5,479
+661
+14% +$48.1K ﹤0.01% 1436
2025
Q3 		$353K Buy
4,818
+1,009
+26% +$72.5K ﹤0.01% 1346
2025
Q2 		$264K Buy
+3,809
New +$271K ﹤0.01% 1406

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
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
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Merit Financial Group's CMS Position: Q2 2026 in Review

Merit Financial Group increased its CMS Energy (CMS) stake by 33% in Q2 2026, buying an estimated $177K and bringing the position to 9,448 shares worth $723K. The position accounts for ﹤0.01% of the portfolio, ranked #1267.

Merit Financial Group first reported a position in CMS in Q2 2025 and has held it in 5 quarters since. 148 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Merit Financial Group held 9,448 shares of CMS Energy worth $723K as of Q2 2026.
  • Merit Financial Group bought 2,356 CMS Energy shares in Q2 2026, an estimated $177K.
  • CMS Energy made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1267 holding.
  • Merit Financial Group first reported a position in CMS Energy in Q2 2025 and has held it in 5 quarters since.
  • 148 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.