PWM
CMS icon

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
Q2 		$285K Buy
3,720
+624
+20% +$46.8K ﹤0.01% 1151
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Perigon Wealth Management's CMS Position: Q2 2026 in Review

Perigon Wealth Management increased its CMS Energy (CMS) stake by 20% in Q2 2026, buying an estimated $46.8K and bringing the position to 3,720 shares worth $285K. The position accounts for ﹤0.01% of the portfolio, ranked #1151.

Perigon Wealth Management first reported a position in CMS in Q4 2020 and has held it in 3 quarters since. 820 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Perigon Wealth Management held 3,720 shares of CMS Energy worth $285K as of Q2 2026.
  • Perigon Wealth Management bought 624 CMS Energy shares in Q2 2026, an estimated $46.8K.
  • CMS Energy made up ﹤0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #1151 holding.
  • Perigon Wealth Management first reported a position in CMS Energy in Q4 2020 and has held it in 3 quarters since.
  • 820 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.