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Wilkerson Advisory Group’s CMS Energy CMS Stock Holding History

Wilkerson Advisory Group’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 		$2.83K Hold
37
– – ﹤0.01% 530
2026
Q1 		$2.87K Buy
+37
New +$2.75K ﹤0.01% 519

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

Wilkerson Advisory Group's CMS Position: Q2 2026 in Review

Wilkerson Advisory Group held its CMS Energy (CMS) position steady in Q2 2026 at 37 shares worth $2.83K. The position accounts for ﹤0.01% of the portfolio, ranked #530.

Wilkerson Advisory Group first reported a position in CMS in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.87K in Q1 2026. 818 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Wilkerson Advisory Group held 37 shares of CMS Energy worth $2.83K as of Q2 2026.
  • Wilkerson Advisory Group left its CMS Energy share count unchanged in Q2 2026.
  • CMS Energy made up ﹤0.01% of Wilkerson Advisory Group's portfolio in Q2 2026, its #530 holding.
  • Wilkerson Advisory Group first reported a position in CMS Energy in Q1 2026 and has held it in 2 quarters since.
  • Wilkerson Advisory Group's CMS Energy position peaked at $2.87K in Q1 2026.
  • 818 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.