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Perigon Wealth Management, LLC

SEC CIK
0001575239
Latest filing
Aug 7, 2026

CMS holding history

CMS Energy Corp in every 13F filed by Perigon 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)
3,720
Value
$284.6K
% of portfolio
<0.1%
Quarters held
2
Since Q1 2026
Holdings of CMS by Perigon Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,720$284.6K<0.1%+624+20.2%AddedHolders
Q1 20263,096$240.2K<0.1%+3,096NewHolders