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 Q2	$2.48M	Sell	32,358 -159	-0.5%	-$11.9K	0.29%	110
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Parr McKnight Wealth Management Group's CMS Position: Q2 2026 in Review

Parr McKnight Wealth Management Group reduced its CMS Energy (CMS) stake by 0.49% in Q2 2026, selling an estimated $11.9K and leaving 32,358 shares worth $2.48M. The position accounts for 0.29% of the portfolio, ranked #110.

Parr McKnight Wealth Management Group first reported a position in CMS in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.52M in Q1 2026. 821 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

Parr McKnight Wealth Management Group held 32,358 shares of CMS Energy worth $2.48M as of Q2 2026.
Parr McKnight Wealth Management Group sold 159 CMS Energy shares in Q2 2026, an estimated $11.9K.
CMS Energy made up 0.29% of Parr McKnight Wealth Management Group's portfolio in Q2 2026, its #110 holding.
Parr McKnight Wealth Management Group first reported a position in CMS Energy in Q4 2024 and has held it in 7 quarters since.
Parr McKnight Wealth Management Group's CMS Energy position peaked at $2.52M in Q1 2026.
821 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Parr McKnight Wealth Management Group's 13F filing for Q2 2026, filed 5 Aug 2026.