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Action Point Financial Planning’s CMS Energy CMS Stock Holding History

Action Point Financial Planning’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 		$53.2K Buy
+700
New +$52.5K 0.01% 793

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

Action Point Financial Planning's CMS Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in CMS Energy (CMS) in Q2 2026: 700 shares worth $53.2K. The stake represents 0.01% of the portfolio and ranks #793 among its holdings.

815 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Action Point Financial Planning held 700 shares of CMS Energy worth $53.2K as of Q2 2026.
  • CMS Energy was a new Action Point Financial Planning position in Q2 2026.
  • CMS Energy made up 0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #793 holding.
  • 815 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.