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Parr McKnight Wealth Management Group’s CMS Energy CMS Stock Holding History

Parr McKnight Wealth Management 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
Q1 		$2.52M Sell
32,517
-1,304
-4% -$96.8K 0.33% 104
2025
Q4 		$2.37M Sell
33,821
-8
-0% -$582 0.31% 98
2025
Q3 		$2.48M Sell
33,829
-168
-0.5% -$12.1K 0.33% 100
2025
Q2 		$2.36M Buy
33,997
+2,575
+8% +$183K 0.32% 101
2025
Q1 		$2.36M Buy
31,422
+1,154
+4% +$80.6K 0.34% 100
2024
Q4 		$2.02M Buy
+30,268
New +$2.08M 0.29% 97

Other funds holding CMS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Parr McKnight Wealth Management Group's CMS Position: Q1 2026 in Review

Parr McKnight Wealth Management Group reduced its CMS Energy (CMS) stake by 3.9% in Q1 2026, selling an estimated $96.8K and leaving 32,517 shares worth $2.52M. The position accounts for 0.33% of the portfolio, ranked #104.

Parr McKnight Wealth Management Group first reported a position in CMS in Q4 2024 and has held it in 6 quarters since. 799 funds tracked by Wall St. Rank hold CMS as of Q1 2026.

  • Parr McKnight Wealth Management Group held 32,517 shares of CMS Energy worth $2.52M as of Q1 2026.
  • Parr McKnight Wealth Management Group sold 1,304 CMS Energy shares in Q1 2026, an estimated $96.8K.
  • CMS Energy made up 0.33% of Parr McKnight Wealth Management Group's portfolio in Q1 2026, its #104 holding.
  • Parr McKnight Wealth Management Group first reported a position in CMS Energy in Q4 2024 and has held it in 6 quarters since.
  • 799 funds tracked by Wall St. Rank held CMS Energy as of Q1 2026.

Based on Parr McKnight Wealth Management Group's 13F filing for Q1 2026, filed 4 May 2026.