WPC
CMS icon

Wedmont Private Capital’s CMS Energy CMS Stock Holding History

Wedmont Private Capital’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 		$633K Buy
8,393
+994
+13% +$74.5K 0.02% 480
2026
Q1 		$583K Sell
7,399
-607
-8% -$45.1K 0.02% 448
2025
Q4 		$557K Buy
8,006
+122
+2% +$8.87K 0.02% 432
2025
Q3 		$582K Buy
7,884
+313
+4% +$22.5K 0.02% 416
2025
Q2 		$528K Buy
7,571
+1,753
+30% +$125K 0.02% 411
2025
Q1 		$418K Buy
5,818
+880
+18% +$61.5K 0.02% 427
2024
Q4 		$321K Buy
+4,938
New +$340K 0.02% 517

Other funds holding CMS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Wedmont Private Capital's CMS Position: Q2 2026 in Review

Wedmont Private Capital increased its CMS Energy (CMS) stake by 13% in Q2 2026, buying an estimated $74.5K and bringing the position to 8,393 shares worth $633K. The position accounts for 0.02% of the portfolio, ranked #480.

Wedmont Private Capital first reported a position in CMS in Q4 2024 and has held it in 7 quarters since. 432 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Wedmont Private Capital held 8,393 shares of CMS Energy worth $633K as of Q2 2026.
  • Wedmont Private Capital bought 994 CMS Energy shares in Q2 2026, an estimated $74.5K.
  • CMS Energy made up 0.02% of Wedmont Private Capital's portfolio in Q2 2026, its #480 holding.
  • Wedmont Private Capital first reported a position in CMS Energy in Q4 2024 and has held it in 7 quarters since.
  • 432 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.