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Livermore
Livermore
ZHEN

HighMark Wealth Management LLC

SEC CIK
0001802451
Latest filing
Aug 12, 2026

CMS holding history

CMS Energy Corp in every 13F filed by HighMark 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)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
21
Since Q1 2021
Holdings of CMS by HighMark Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−63−100.0%Sold outHolders
Q1 202663$4.89K<0.1%+27+75.0%AddedHolders
Q4 202536$2.52K<0.1%−37−50.7%ReducedHolders
Q3 202573$5.35K<0.1%−28−27.7%ReducedHolders
Q2 2025101$7.00K<0.1%−16−13.7%ReducedHolders
Q1 2025117$8.79K<0.1%00.0%UnchangedHolders
Q4 2024117$7.80K<0.1%−1−0.8%ReducedHolders
Q3 2024118$8.33K<0.1%−26−18.1%ReducedHolders
Q2 2024144$8.57K<0.1%+17+13.4%AddedHolders
Q1 2024127$7.66K<0.1%00.0%UnchangedHolders
Q4 2023127$7.38K<0.1%00.0%UnchangedHolders
Q3 2023127$6.75K<0.1%+32+33.7%AddedHolders
Q2 202395$5.58K<0.1%+40+72.7%AddedHolders
Q1 202355$3.38K<0.1%+7+14.6%AddedHolders
Q4 202248$3.04K<0.1%−30−38.5%ReducedHolders
Q3 202278$5.00K<0.1%−5−6.0%ReducedHolders
Q2 202283$6.00K<0.1%+1+1.2%AddedHolders
Q1 202282$6.00K<0.1%−6−6.8%ReducedHolders
Q4 202188$6.00K<0.1%+6+7.3%AddedHolders
Q3 202182$5.00K<0.1%−19−18.8%ReducedHolders
Q2 2021101$6.00K<0.1%−26−20.5%ReducedHolders
Q1 2021127$8.00K<0.1%––Holders

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