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Procyon Advisors’s CMS Energy CMS Stock Holding History

Procyon Advisors’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 		$342K Sell
4,466
-3
-0.1% -$225 0.01% 434
2026
Q1 		$347K Buy
4,469
+724
+19% +$53.7K 0.02% 422
2025
Q4 		$262K Buy
+3,745
New +$272K 0.01% 470
2020
Q3 		– Sell
-556
Closed -$32K – 360
2020
Q2 		$32K Sell
556
-340
-38% -$19.7K 0.02% 457
2020
Q1 		$53K Sell
896
-153
-15% -$9.79K 0.04% 328
2019
Q4 		$66K Buy
+1,049
New +$65.4K 0.04% 313

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

Procyon Advisors's CMS Position: Q2 2026 in Review

Procyon Advisors reduced its CMS Energy (CMS) stake by 0.07% in Q2 2026, selling an estimated $225 and leaving 4,466 shares worth $342K. The position accounts for 0.01% of the portfolio, ranked #434.

Procyon Advisors first reported a position in CMS in Q4 2019 and has held it in 6 quarters since. The position peaked at $347K in Q1 2026. 818 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Procyon Advisors held 4,466 shares of CMS Energy worth $342K as of Q2 2026.
  • Procyon Advisors sold 3 CMS Energy shares in Q2 2026, an estimated $225.
  • CMS Energy made up 0.01% of Procyon Advisors's portfolio in Q2 2026, its #434 holding.
  • Procyon Advisors first reported a position in CMS Energy in Q4 2019 and has held it in 6 quarters since.
  • Procyon Advisors's CMS Energy position peaked at $347K in Q1 2026.
  • 818 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Procyon Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.