QWM
CMS icon

Quaker Wealth Management’s CMS Energy CMS Stock Holding History

Quaker 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
2025
Q2 		– Sell
-9
Closed -$676 – 1033
2025
Q1 		$676 Buy
+9
New +$629 ﹤0.01% 566

Other funds holding CMS

Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
IGAM
iA Global Asset Management Quebec, Quebec, Canada $8.42B AUM 47.61% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
RAM
RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Quaker Wealth Management held its CMS Energy (CMS) position steady in Q2 2026 at 8 shares worth $612. The position accounts for ﹤0.01% of the portfolio, ranked #699.

Quaker Wealth Management first reported a position in CMS in Q2 2025 and has held it in 5 quarters since. The position peaked at $660 in Q3 2025. 263 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Quaker Wealth Management held 8 shares of CMS Energy worth $612 as of Q2 2026.
  • Quaker Wealth Management left its CMS Energy share count unchanged in Q2 2026.
  • CMS Energy made up ﹤0.01% of Quaker Wealth Management's portfolio in Q2 2026, its #699 holding.
  • Quaker Wealth Management first reported a position in CMS Energy in Q2 2025 and has held it in 5 quarters since.
  • Quaker Wealth Management's CMS Energy position peaked at $660 in Q3 2025.
  • 263 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Quaker Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.