BKM Wealth Management, LLC
- SEC CIK
- 0002007263
- Latest filing
- Jul 29, 2026
CMS holding history
CMS Energy Corp in every 13F filed by BKM 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 (Q4 2025)
- 0
- Sold out in Q4 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 8
- Since Q4 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2025 | 0 | $0 | 0.0% | −6,911−100.0% | Sold out | Holders |
| Q3 2025 | 6,911 | $506.3K | 0.2% | −3,397−33.0% | Reduced | Holders |
| Q2 2025 | 10,308 | $714.1K | 0.3% | −309−2.9% | Reduced | Holders |
| Q1 2025 | 10,617 | $797.4K | 0.3% | +659+6.6% | Added | Holders |
| Q4 2024 | 9,958 | $663.7K | 0.3% | +535+5.7% | Added | Holders |
| Q3 2024 | 9,423 | $665.5K | 0.3% | +115+1.2% | Added | Holders |
| Q2 2024 | 9,308 | $554.1K | 0.3% | −4,419−32.2% | Reduced | Holders |
| Q1 2024 | 13,727 | $828.3K | 0.4% | +2,537+22.7% | Added | Holders |
| Q4 2023 | 11,190 | $649.8K | 0.3% | – | No prior filing | Holders |