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Perigon Wealth Management’s CMS Energy CMS Stock Holding History

Perigon Wealth Management’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 		$240K Buy
+3,096
New +$230K ﹤0.01% 1120
2021
Q1 		– Sell
-334
Closed -$20K – 595
2020
Q4 		$20K Buy
+334
New +$20.9K ﹤0.01% 1042

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

Perigon Wealth Management's CMS Position: Q1 2026 in Review

Perigon Wealth Management opened a new position in CMS Energy (CMS) in Q1 2026: 3,096 shares worth $240K. The stake represents ﹤0.01% of the portfolio and ranks #1120 among its holdings. This is a return to the name: Perigon Wealth Management previously reported a position in CMS as recently as Q4 2020.

Perigon Wealth Management first reported a position in CMS in Q4 2020 and has held it in 2 quarters since. 799 funds tracked by Wall St. Rank hold CMS as of Q1 2026.

  • Perigon Wealth Management held 3,096 shares of CMS Energy worth $240K as of Q1 2026.
  • CMS Energy was a new Perigon Wealth Management position in Q1 2026.
  • CMS Energy made up ﹤0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #1120 holding.
  • Perigon Wealth Management first reported a position in CMS Energy in Q4 2020 and has held it in 2 quarters since.
  • 799 funds tracked by Wall St. Rank held CMS Energy as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.