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Livermore
Livermore
ZHEN

HM Payson & Co

SEC CIK
0000928052
Latest filing
Jul 17, 2026

CMS holding history

CMS Energy Corp in every 13F filed by HM Payson & Co, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CMS overviewAll 13F holders of CMSFull Q2 2026 holdings

Shares (Q2 2026)
356
Value
$27.2K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of CMS by HM Payson & Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026356$27.2K<0.1%00.0%UnchangedHolders
Q1 2026356$27.6K<0.1%00.0%UnchangedHolders
Q4 2025356$24.9K<0.1%00.0%UnchangedHolders
Q3 2025356$26.1K<0.1%+141+65.6%AddedHolders
Q2 2025215$14.9K<0.1%00.0%UnchangedHolders
Q1 2025215$16.1K<0.1%+79+58.1%AddedHolders
Q4 2024136$9.07K<0.1%+1+0.7%AddedHolders
Q3 2024135$9.54K<0.1%+20+17.4%AddedHolders
Q2 2024115$6.85K<0.1%+4+3.6%AddedHolders
Q1 2024111$6.70K<0.1%00.0%UnchangedHolders
Q4 2023111$6.45K<0.1%00.0%UnchangedHolders
Q3 2023111$5.90K<0.1%00.0%UnchangedHolders
Q2 2023111$6.52K<0.1%00.0%UnchangedHolders
Q1 2023111$6.81K<0.1%00.0%UnchangedHolders
Q4 2022111$7.03K<0.1%00.0%UnchangedHolders
Q3 2022111$6.00K<0.1%00.0%UnchangedHolders
Q2 2022111$7.00K<0.1%00.0%UnchangedHolders
Q1 2022111$8.00K<0.1%00.0%UnchangedHolders
Q4 2021111$7.00K<0.1%−75−40.3%ReducedHolders
Q3 2021186$11.0K<0.1%−112−37.6%ReducedHolders
Q2 2021298$18.0K<0.1%00.0%UnchangedHolders
Q1 2021298$18.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.