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Secure Asset Management’s CMS Energy CMS Stock Holding History

Secure Asset 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 		$222K Buy
+2,906
New +$218K 0.03% 299
2020
Q1 		– Sell
-3,251
Closed -$204K – 119
2019
Q4 		$204K Buy
+3,251
New +$203K 0.14% 148

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

Secure Asset Management's CMS Position: Q2 2026 in Review

Secure Asset Management opened a new position in CMS Energy (CMS) in Q2 2026: 2,906 shares worth $222K. The stake represents 0.03% of the portfolio and ranks #299 among its holdings. This is a return to the name: Secure Asset Management previously reported a position in CMS as recently as Q4 2019.

Secure Asset Management first reported a position in CMS in Q4 2019 and has held it in 2 quarters since. 819 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Secure Asset Management held 2,906 shares of CMS Energy worth $222K as of Q2 2026.
  • CMS Energy was a new Secure Asset Management position in Q2 2026.
  • CMS Energy made up 0.03% of Secure Asset Management's portfolio in Q2 2026, its #299 holding.
  • Secure Asset Management first reported a position in CMS Energy in Q4 2019 and has held it in 2 quarters since.
  • 819 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Secure Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.