Aaron Wealth Advisors’s CMS Energy CMS Stock Holding History

Aaron Wealth Advisors’s Portfolio CMS Stock Details CMS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$503K	Buy	6,578 +1,996	+44%	+$150K	0.03%	416
2026 Q1	$355K	Sell	4,582 -2,223	-33%	-$165K	0.02%	498
2025 Q4	$476K	Sell	6,805 -1,420	-17%	-$103K	0.03%	451
2025 Q3	$603K	Buy	8,225 +5,007	+156%	+$360K	0.04%	356
2025 Q2	$223K	Buy	3,218 +17	+0.5%	+$1.21K	0.02%	440
2025 Q1	$240K	Buy	+3,201	New	+$224K	0.03%	388
2022 Q2	–	Sell	-34,410	Closed	-$492K	–	321
2022 Q1	$492K	Buy	+34,410	New	+$2.23M	0.01%	521

Other funds holding CMS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Aaron Wealth Advisors's CMS Position: Q2 2026 in Review

Aaron Wealth Advisors increased its CMS Energy (CMS) stake by 44% in Q2 2026, buying an estimated $150K and bringing the position to 6,578 shares worth $503K. The position accounts for 0.03% of the portfolio, ranked #416.

Aaron Wealth Advisors first reported a position in CMS in Q1 2022 and has held it in 7 quarters since. The position peaked at $603K in Q3 2025. 818 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

Aaron Wealth Advisors held 6,578 shares of CMS Energy worth $503K as of Q2 2026.
Aaron Wealth Advisors bought 1,996 CMS Energy shares in Q2 2026, an estimated $150K.
CMS Energy made up 0.03% of Aaron Wealth Advisors's portfolio in Q2 2026, its #416 holding.
Aaron Wealth Advisors first reported a position in CMS Energy in Q1 2022 and has held it in 7 quarters since.
Aaron Wealth Advisors's CMS Energy position peaked at $603K in Q3 2025.
818 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.