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Evercore Wealth Management, LLC

SEC CIK
0001482689
Latest filing
Aug 14, 2026

CMS holding history

CMS Energy Corp in every 13F filed by Evercore Wealth Management, LLC, 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)
3,600
Value
$275.4K
% of portfolio
<0.1%
Quarters held
1
Since Q2 2026
Holdings of CMS by Evercore Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,600$275.4K<0.1%+3,600NewHolders