Bollard Group LLC

SEC CIK: 0001556218
Latest filing: Aug 12, 2026

SEC filings (opens in a new tab)

CMS holding history

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

CMS overview All 13F holders of CMS Full Q2 2026 holdings

Shares (Q2 2026): 3,156
Value: $241.0K
% of portfolio: <0.1%
Quarters held: 3; Since Q4 2025

Holdings of CMS by Bollard Group LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	3,156	$241.0K	<0.1%	00.0%	Unchanged	Holders
Q1 2026	3,156	$245.0K	<0.1%	+22+0.7%	Added	Holders
Q4 2025	3,134	$219.0K	<0.1%	+3,134	New	Holders