SWM
CMS icon

Segment Wealth Management’s CMS Energy CMS Stock Holding History

Segment 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 		$569K Buy
7,433
+1,415
+24% +$106K 0.03% 215
2026
Q1 		$467K Sell
6,018
-535
-8% -$39.7K 0.03% 223
2025
Q4 		$458K Buy
6,553
+163
+3% +$11.9K 0.03% 227
2025
Q3 		$468K Buy
6,390
+210
+3% +$15.1K 0.03% 217
2025
Q2 		$428K Buy
6,180
+1,172
+23% +$83.5K 0.03% 216
2025
Q1 		$376K Buy
+5,008
New +$350K 0.03% 219

Other funds holding CMS

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
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
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
FAB
First American Bank Dundee, Illinois $1.79B AUM 30.35% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

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

Segment Wealth Management increased its CMS Energy (CMS) stake by 24% in Q2 2026, buying an estimated $106K and bringing the position to 7,433 shares worth $569K. The position accounts for 0.03% of the portfolio, ranked #215.

Segment Wealth Management first reported a position in CMS in Q1 2025 and has held it in 6 quarters since. 136 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Segment Wealth Management held 7,433 shares of CMS Energy worth $569K as of Q2 2026.
  • Segment Wealth Management bought 1,415 CMS Energy shares in Q2 2026, an estimated $106K.
  • CMS Energy made up 0.03% of Segment Wealth Management's portfolio in Q2 2026, its #215 holding.
  • Segment Wealth Management first reported a position in CMS Energy in Q1 2025 and has held it in 6 quarters since.
  • 136 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Segment Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.