AWM
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Abound Wealth Management’s CMS Energy CMS Stock Holding History

Abound Wealth Management’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 		$46 Hold
1
– – ﹤0.01% 1341
2026
Q1 		$46 Hold
1
– – ﹤0.01% 1471
2025
Q4 		$42 Hold
1
– – ﹤0.01% 1417
2025
Q3 		$44 Buy
+1
New +$72 ﹤0.01% 1341
2025
Q1 		– Sell
-4
Closed -$258 – 1283
2024
Q4 		$258 Buy
+4
New +$275 ﹤0.01% 947
2024
Q1 		– Sell
-8
Closed -$465 – 1309
2023
Q4 		$465 Buy
8
+1
+14% +$56 ﹤0.01% 945
2023
Q3 		$372 Hold
7
– – ﹤0.01% 918
2023
Q2 		$415 Buy
+7
New +$422 ﹤0.01% 919

Other funds holding CMS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Abound Wealth Management's CMS Position: Q2 2026 in Review

Abound Wealth Management held its CMS Energy (CMS) position steady in Q2 2026 at 1 share worth $46. The position accounts for ﹤0.01% of the portfolio, ranked #1341.

Abound Wealth Management first reported a position in CMS in Q2 2023 and has held it in 8 quarters since. The position peaked at $465 in Q4 2023. 820 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Abound Wealth Management held 1 share of CMS Energy worth $46 as of Q2 2026.
  • Abound Wealth Management left its CMS Energy share count unchanged in Q2 2026.
  • CMS Energy made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #1341 holding.
  • Abound Wealth Management first reported a position in CMS Energy in Q2 2023 and has held it in 8 quarters since.
  • Abound Wealth Management's CMS Energy position peaked at $465 in Q4 2023.
  • 820 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.