NorthCrest Asset Manangement’s CMS Energy CMS Stock Holding History

NorthCrest Asset Manangement’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	$204K	Buy	+2,714	New	+$203K	0.01%	864

Other funds holding CMS

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

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return

Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

First American Bank Dundee, Illinois $1.79B AUM 30.35% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

NorthCrest Asset Manangement's CMS Position: Q2 2026 in Review

NorthCrest Asset Manangement opened a new position in CMS Energy (CMS) in Q2 2026: 2,714 shares worth $204K. The stake represents 0.01% of the portfolio and ranks #864 among its holdings.

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

NorthCrest Asset Manangement held 2,714 shares of CMS Energy worth $204K as of Q2 2026.
CMS Energy was a new NorthCrest Asset Manangement position in Q2 2026.
CMS Energy made up 0.01% of NorthCrest Asset Manangement's portfolio in Q2 2026, its #864 holding.
103 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on NorthCrest Asset Manangement's 13F filing for Q2 2026, filed 15 Jul 2026.