Walker Asset Management’s CMS Energy CMS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$217K Buy
2,836
+22
+0.8% +$1.65K 0.11% 139
2026
Q1
$218K Buy
+2,814
New +$209K 0.12% 131
2025
Q4
Sell
-2,774
Closed -$203K 141
2025
Q3
$203K Buy
+2,774
New +$199K 0.11% 131
2025
Q2
Sell
-2,732
Closed -$205K 143
2025
Q1
$205K Buy
+2,732
New +$191K 0.12% 134

Other funds holding CMS

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

Walker Asset Management increased its CMS Energy (CMS) stake by 0.78% in Q2 2026, buying an estimated $1.65K and bringing the position to 2,836 shares worth $217K. The position accounts for 0.11% of the portfolio, ranked #139.

Walker Asset Management first reported a position in CMS in Q1 2025 and has held it in 4 quarters since. The position peaked at $218K in Q1 2026. 820 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Walker Asset Management held 2,836 shares of CMS Energy worth $217K as of Q2 2026.
  • Walker Asset Management bought 22 CMS Energy shares in Q2 2026, an estimated $1.65K.
  • CMS Energy made up 0.11% of Walker Asset Management's portfolio in Q2 2026, its #139 holding.
  • Walker Asset Management first reported a position in CMS Energy in Q1 2025 and has held it in 4 quarters since.
  • Walker Asset Management's CMS Energy position peaked at $218K in Q1 2026.
  • 820 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Walker Asset Management's 13F filing for Q2 2026, filed 10 Jul 2026.