Perigon Wealth Management
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
Q3 		– Sell
-3,720
Closed -$285K – 1491
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

Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Miller Howard Investments
Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return
RWC Asset Management
RWC Asset Management London, United Kingdom $2.7B AUM 20.82% 1-Year Est. Return
Fisher Funds Management
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return
Covea Finance
Covea Finance Paris, France $3.07B AUM 27.46% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Perigon Wealth Management's CMS Position: Q3 2026 in Review

Perigon Wealth Management sold out of CMS Energy (CMS) in Q3 2026, closing a stake of 3,720 shares — an estimated $285K sold.

Perigon Wealth Management first reported a position in CMS in Q4 2020 and held it in 3 quarters. The position peaked at $285K in Q2 2026. 187 funds tracked by Wall St. Rank hold CMS as of Q3 2026.

  • Perigon Wealth Management reported no remaining CMS Energy position as of Q3 2026 after selling out during the quarter.
  • Perigon Wealth Management sold 3,720 CMS Energy shares in Q3 2026, an estimated $285K.
  • Perigon Wealth Management first reported a position in CMS Energy in Q4 2020 and held it in 3 quarters.
  • Perigon Wealth Management's CMS Energy position peaked at $285K in Q2 2026.
  • 187 funds tracked by Wall St. Rank held CMS Energy as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.